Motilal Oswal Large Cap Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
14.7%
Agar aapke paas paisa hai aur aapko invest karna hai to aapko iske liye fund chunna hoga. Ab hum do fund karke dekhege. Motilal Oswal Large Cap Fund aur Angel One Mutual Fund Large Cap Fund dono large cap fund hai. In donon fund ki characteristics hum compare karenge.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Angel One Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 11.57 |
| Sharpe Ratio | 0.46 | 0.71 |
| 1 Year Return (%) | -1.96% | -4.02% |
| 3 Year Return (%) | 12.12% | 14.7% |
| 5 Year Return (%) | 12.11% | 12.03% |
| Since Launch (%) | 14.83% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 19% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hum dekhege ki 3Y return, expense ratio, aur risk se kis fund better hai. Dekho, Motilal Oswal Large Cap Fund ki 3Y return 12.12% hai, jabki Angel One Mutual Fund Large Cap Fund ki 14.7% hai. Lekin expense ratio mein Motilal Oswal Large Cap Fund 0.82% hai, jabki Angel One Mutual Fund Large Cap Fund 0.52% hai. Riskometer bhi dono very high hai, lekin Motilal Oswal Large Cap Fund ki volatility 12.29 hai aur Sharpe ratio 0.46 hai, jabki Angel One Mutual Fund Large Cap Fund ki volatility 11.57 hai aur Sharpe ratio 0.71 hai. To, hum samajh sakte hain ki kis fund better hai.
Why consider Motilal Oswal Large Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 12.12%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.46
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
Monthly SIP ke liye, hum dekhege ki kis fund consistency aur return stability ke liye better hai. Chaliye, Motilal Oswal Large Cap Fund ki 1Y return -1.96% hai, jabki Angel One Mutual Fund Large Cap Fund ki -4.02% hai. Lekin 5Y return mein Motilal Oswal Large Cap Fund 12.11% hai, jabki Angel One Mutual Fund Large Cap Fund 12.03% hai. To, hum samajh sakte hain ki kis fund better hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye hum dekhege ki kis fund better hai. Dekho, Motilal Oswal Large Cap Fund ki riskometer very high hai, jabki Angel One Mutual Fund Large Cap Fund bhi very high hai. Lekin volatility mein Motilal Oswal Large Cap Fund 12.29 hai, jabki Angel One Mutual Fund Large Cap Fund 11.57 hai. Sharpe ratio mein Motilal Oswal Large Cap Fund 0.46 hai, jabki Angel One Mutual Fund Large Cap Fund 0.71 hai. Aur expense ratio mein Motilal Oswal Large Cap Fund 0.82% hai, jabki Angel One Mutual Fund Large Cap Fund 0.52% hai. To, hum samajh sakte hain ki kis fund better hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye hum dekhege ki kis fund better hai. Dekho, Motilal Oswal Large Cap Fund ki asset allocation equity 96.00% hai, jabki Angel One Mutual Fund Large Cap Fund bhi equity 96.00% hai. Lekin top holdings mein Motilal Oswal Large Cap Fund ki HDFC Bank Ltd. 8.5% hai, ICICI Bank Ltd. 7.8% hai, aur Reliance Industries Ltd. 6.9% hai. To, hum samajh sakte hain ki kis fund better hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Angel One Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Haan, Angel One Mutual Fund Large Cap Fund ki 5Y return 12.03% hai, jabki Motilal Oswal Large Cap Fund ki 12.11% hai. To, Angel One Mutual Fund Large Cap Fund long run mein better returns dene wali hai.
Q2: Is the higher risk fund worth it?
Nahin, risk ki wajah se koi fund sahi nahi hai. To, hum dekhege ki kis fund better hai. Motilal Oswal Large Cap Fund ki volatility 12.29 hai, jabki Angel One Mutual Fund Large Cap Fund ki volatility 11.57 hai. Lekin Sharpe ratio mein Motilal Oswal Large Cap Fund 0.46 hai, jabki Angel One Mutual Fund Large Cap Fund 0.71 hai. To, Angel One Mutual Fund Large Cap Fund ki volatility nahi hai.
Q3: Which fund is more cost-effective?
Haan, Angel One Mutual Fund Large Cap Fund expense ratio 0.52% hai, jabki Motilal Oswal Large Cap Fund ki expense ratio 0.82% hai. To, Angel One Mutual Fund Large Cap Fund cost-effective hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price