Motilal Oswal Large Cap Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
12.96%
Aapke paas do funds hain, Motilal Oswal Large Cap Fund aur Angel One Mutual Fund Mid Cap Fund. Ye donon funds Large Cap aur Mid Cap categories mein aate hain. Is lekh mein hum aapko Fund A aur Fund B ki tarah se compare karenge jisse aapko pata chalega ki kis fund mein aur kuchh achha hai.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 13.56 | 116.77 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 14.85 |
| Sharpe Ratio | 0.46 | 0.44 |
| 1 Year Return (%) | -1.96% | -1.93% |
| 3 Year Return (%) | 12.12% | 12.96% |
| 5 Year Return (%) | 12.11% | 12.33% |
| Since Launch (%) | 14.83% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 26% | 25% |
🤖 AI Verdict – Which is Better?
Fund B ka 3Y return 12.96% hai, jo Fund A ke 12.12% se zyada hai. Lekin expense ratio mein Fund B ka 1.75% Fund A ke 0.82% se zyada hai. Riskometer bhi dono funds ko very high risk diya gaya hai, lekin Fund A ka volatility 12.29% hai jo Fund B ka 14.85% se kam hai. Isliye hum Fund A ko long-term wealth creation ke liye better fund manaenge.
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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Monthly SIP ke liye Fund A aur Fund B dono suitably hain. Lekin Fund A ka 3Y return stability Fund B se zyada hai. Isliye hum Fund A ko SIP ke liye better fund manaenge.
⚠️ Risk & Cost Analysis
Fund A ka riskometer very high hai, lekin expense ratio 0.82% hai. Fund B ka riskometer bhi very high hai, lekin expense ratio 1.75% hai. Sharpe ratio mein Fund B Fund A se kam hai. Isliye Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Fund A ka asset allocation equity mein 96% hai aur T-bills mein 4% hai. Fund B ka asset allocation bhi equity mein 94% hai aur T-bills mein 6% hai. Fund A ka top 3 holdings mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) hain. Fund B ka top 3 holdings mein Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) hain. Fund A ka portfolio Fund B se zyada diversified hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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?
Fund A ka 5Y return 12.11% hai, jo Fund B ka 12.33% se kam hai. Lekin 3Y return mein Fund B Fund A se zyada hai. Isliye long run mein Fund B better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund A ka volatility Fund B ke 14.85% se kam hai. Sharpe ratio mein bhi Fund A Fund B se kam hai. Isliye higher risk fund, Fund B, worth nahi hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.82% hai, jo Fund B ke 1.75% se kam hai. Isliye Fund A 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