Motilal Oswal Large Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
19.19%
Dekho, aap logon ke liye, humne do fund ki tareekh dekhi hai, Motilal Oswal Large Cap Fund aur Axis Midcap Fund. Ye dono fund ek doosre se alag category mein hain, Large Cap aur Mid Cap. Ye article aapko bataega ki kitna fund aapke liye behtar hai. Chaliye, aapko iske baare mein jaanaya jaega.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Axis Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 13.56 | 136.27 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 14.48 |
| Sharpe Ratio | 0.46 | 0.88 |
| 1 Year Return (%) | -1.96% | 7.41% |
| 3 Year Return (%) | 12.12% | 19.19% |
| 5 Year Return (%) | 12.11% | 16.41% |
| Since Launch (%) | 14.83% | 18.68% |
| 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) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 26% | 12% |
🤖 AI Verdict – Which is Better?
Haan, aaj hum aapko batayenge ki konsa fund long-term wealth creation ke liye behtar hai. Dekho, 3Y return ke hisaab se, Motilal Oswal Large Cap Fund ne 12.12% ki return di hai, jabki Axis Midcap Fund ne 19.19% ki return di hai. Lekin, expense ratio ke hisaab se, Motilal Oswal Large Cap Fund behtar hai. Expense ratio 0.82% hai, jabki Axis Midcap Fund ka expense ratio 1.58% hai. Isliye, Motilal Oswal Large Cap Fund aapke liye behtar fund 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 Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Kya aapko pata hai ki monthly SIP ke liye konsa fund behtar hai? Chaliye, dekho, Motilal Oswal Large Cap Fund ne 1Y return mein -1.96% ki return di hai, jabki Axis Midcap Fund ne 7.41% ki return di hai. Isse patre lete hue, Motilal Oswal Large Cap Fund SIP ke liye behtar hai. Is fund ne 10+ saal ke hisaab se stable return di hai.
⚠️ Risk & Cost Analysis
Ab, hum aapko batayenge ki riskometer, volatility, Sharpe ratio aur expense ratio ke hisaab se konsa fund behtar hai. Dekho, Motilal Oswal Large Cap Fund ka riskometer Very High hai, jabki Axis Midcap Fund ka riskometer bhi Very High hai. Lekin, volatility ke hisaab se, Axis Midcap Fund behtar hai. Sharpe ratio ke hisaab se, Axis Midcap Fund behtar hai. Lekin, expense ratio ke hisaab se, Motilal Oswal Large Cap Fund behtar hai. Isliye, Motilal Oswal Large Cap Fund aapke liye behtar fund hai.
📊 Portfolio Diversification
Aapko pata hai ki asset allocation aur top holdings concentration ke hisaab se konsa fund behtar hai. Dekho, Motilal Oswal Large Cap Fund ka asset allocation 96% equity aur 4% T-Bills mein hai, jabki Axis Midcap Fund ka asset allocation 89.53% equity, 0.94% mutual fund aur 0.21% futures mein hai. Isse patre lete hue, Motilal Oswal Large Cap Fund aur axis Midcap Fund mein asset allocation ke hisaab se dono fund behtar hain. Lekin, sector risk ke hisaab se, Motilal Oswal Large Cap Fund behtar hai, kyonki iska asset allocation 96% equity mein hai, jabki Axis Midcap Fund ka asset allocation 89.53% equity mein hai.
Q1: Which fund gives better returns in the long run?
Sach ye hai, Motilal Oswal Large Cap Fund ne 5Y return mein 12.11% ki return di hai, jabki Axis Midcap Fund ne 16.41% ki return di hai. Isse patre lete hue, Axis Midcap Fund aapke liye long run mein behtar fund hai.
Q2: Is the higher risk fund worth it?
Haan, Axis Midcap Fund ka riskometer Very High hai, lekin Sharpe ratio ke hisaab se, is fund ne 0.88 ki return di hai, jabki Motilal Oswal Large Cap Fund ka Sharpe ratio 0.46 hai. Isse patre lete hue, Axis Midcap Fund aapke liye behtar fund hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Motilal Oswal Large Cap Fund ka expense ratio 0.82% hai, jabki Axis Midcap Fund ka expense ratio 1.58% hai. Isse patre lete hue, Motilal Oswal Large Cap Fund aapke liye cost-effective fund hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
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