Motilal Oswal Large Cap Fund vs Canara Robeco Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
12.5%
Chaliye dekho, aaj hum do large cap funds ke beech mein comparison karne ja rahe hain - Motilal Oswal Large Cap Fund aur Canara Robeco Large Cap Fund. Dono funds large cap category mein hain aur aapko pata chalne wala hai ki in dono funds mein kya aisa hai jo aapko attract kar sakta hai. Aapko yahaan pata chalunga ki kis fund mein SIP lagana chahiye, kis fund mein risk hai aur iske liye kya cost ka bhaag dena padta hai.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BCanara Robeco Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Canara Robeco |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 69.54 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.65 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.83% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 11.61 |
| Sharpe Ratio | 0.46 | 0.52 |
| 1 Year Return (%) | -1.96% | -3.79% |
| 3 Year Return (%) | 12.12% | 12.5% |
| 5 Year Return (%) | 12.11% | 11.73% |
| Since Launch (%) | 14.83% | 13.95% |
| 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) | Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs) |
| Benchmark | Nifty 50 | BSE 100 Total Return Index |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.23% | Pref. Shares: 0.01% |
| Portfolio Turnover | 26% | 16% |
🤖 AI Verdict – Which is Better?
Haan, ismein ek clear verdict hai ki Fund A Motilal Oswal Large Cap Fund better hai long-term wealth creation ke liye. Iska reason hai 3Y return aur expense ratio. Fund A ki 3Y return 12.12% hai, jo ki Fund B ki 12.5% se kam hai. Lekin expense ratio mei Fund A ki 0.82% Fund B ki 0.83% se kam hai. Isliye, Fund A better hai long-term wealth creation ke liye.
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 Canara Robeco Large Cap Fund?
- Expense ratio: 0.83%
- 3Y return: 12.5%
- AUM: 1.65 Lac Cr
- Sharpe Ratio: 0.52
📈 SIP Suitability
Sach ye hai, SIP (Systematic Investment Plan) lagana chahiye kisi bhi fund mein jo ki 10+ saalon ke liye lagaya jaata hai. Chaliye dekho, Fund A ki consistency aur return stability Fund B se better hai. Fund A ki 1Y return -1.96% hai, jo ki Fund B ki -3.79% se kam hai. Isse pata chalta hai ki Fund A ki return stability Fund B ki compare to better hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, expense ratio ke liye humne dekha hai. Fund A ki riskometer Very High hai, par volatility 12.29 hai, jo ki Fund B ki 11.61 se kam hai. Sharpe ratio mei Fund A ki 0.46 Fund B ki 0.52 se kam hai. Isse pata chalta hai ki Fund A ki risk-adjusted returns Fund B ki compare to better hai. Lekin expense ratio mei Fund A ki 0.82% Fund B ki 0.83% se kam hai. Isliye, Fund A risk-adjusted returns ka liye better hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye humne dekha hai. Fund A ki asset allocation Equity 96.00% aur T-Bills 4.00% hai. Fund B ki asset allocation Equity 96.23% aur Pref. Shares 0.01% hai. Top 3 holdings mei Fund A ki HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai, jo ki Fund B ki HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. se kam hai. Isse pata chalta hai ki Fund A ka portfolio Fund B ki compare to more diversified hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Canara Robeco Large Cap Fund
₹1196906.64
@12.5% 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?
Sach ye hai, Fund A ki 5Y return 12.11% hai, jo ki Fund B ki 11.73% se jyaada hai. Isse pata chalta hai ki Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, yadi aap risk le sakte hain, to Fund A ki volatility 12.29 hai, jo ki Fund B ki 11.61 se jyaada hai. Lekin Sharpe ratio mei Fund B ki 0.52 Fund A ki 0.46 se jyaada hai. Isse pata chalta hai ki Fund B higher risk vahi hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ki expense ratio 0.82% hai, jo ki Fund B ki 0.83% se kam hai. Isse pata chalta hai ki Fund A more 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