Compare Mutual Funds

Insights from Fund Comparison

• Both Motilal Oswal Large and Midcap Fund - Dir (G) and Helios Large & Mid Cap Fund - Direct (IDCW) are Large & Mid Cap Fund, Equity schemes. Motilal Oswal Large and Midcap Fund - Dir (G) is 6 yrs 6 m old and manages ₹15,017.31 Crs, whereas Helios Large & Mid Cap Fund - Direct (IDCW) is 1 yrs 5 m old with ₹739.22 Crs.
• Motilal Oswal Large and Midcap Fund - Dir (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Motilal Oswal Large and Midcap Fund - Dir (G) has its top 3 sectors in Capital Goods - Electrical Equipment (17.42%), Finance (13.78%), and Aerospace & Defence (9.61%), while Helios Large & Mid Cap Fund - Direct (IDCW) focuses on Banks (14.83%), Finance (12.95%), and Refineries (8.60%).
• The funds share exposure to Finance, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Motilal Oswal Large and Midcap Fund - Dir (G) holds Eternal Limited (5.05%), Shriram Finance Limited (5.01%), Multi Commodity Exchange of India Limited (4.99%), CG Power and Industrial Solutions Limited (4.81%), and Apar Industries Limited (4.79%), whereas Helios Large & Mid Cap Fund - Direct (IDCW) holds HDFC Bank Ltd. (4.55%), ICICI Bank Ltd. (4.50%), Reliance Industries Ltd. (4.25%), Adani Ports and Special Economic Zone Ltd. (4.18%), and Larsen & Toubro Ltd. (3.67%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Motilal Oswal Large and Midcap Fund - Dir (G) has 98.15% equity and 0.00% debt, while Helios Large & Mid Cap Fund - Direct (IDCW) has 98.49% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Motilal Oswal Large and Midcap Fund - Dir (G) outperformed Helios Large & Mid Cap Fund - Direct (IDCW) in 3 Months, 1 Year (returns: -9.54%, 5.50% ) but underperformed in 6 Months, 3 Years, 5 Years (returns: -10.96%, 23.01%, 19.24%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.