Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Large Cap Fund (G) and Motilal Oswal Large Cap Fund - Direct (G) are Large Cap Fund, Equity schemes. Nippon India Large Cap Fund (G) is 18 yrs 9 m old and manages ₹51,403.8 Crs, whereas Motilal Oswal Large Cap Fund - Direct (G) is 2 yrs 2 m old with ₹3,242.27 Crs.
• Nippon India Large Cap Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Large Cap Fund (G) has its top 3 sectors in Banks (26.05%), IT - Software (7.70%), and Automobile (6.45%), while Motilal Oswal Large Cap Fund - Direct (G) focuses on Banks (23.11%), Finance (8.89%), and IT - Software (8.52%).
• The funds share exposure to Banks and IT - Software, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Nippon India Large Cap Fund (G) holds HDFC Bank Limited (8.82%), ICICI Bank Limited (7.02%), Reliance Industries Limited (5.30%), Larsen & Toubro Limited (4.24%), and Axis Bank Limited (4.20%), whereas Motilal Oswal Large Cap Fund - Direct (G) holds HDFC Bank Limited (8.90%), NIFTY (8.14%), Collateralized Borrowing & Lending Obligation (6.83%), ICICI Bank Limited (6.59%), and Reliance Industries Limited (6.23%).
• The funds share exposure to HDFC Bank Limited and ICICI Bank Limited, which makes their performance partly correlated. However, the unique holdings like Larsen & Toubro Limited in Nippon India Large Cap Fund (G) and NIFTY in Motilal Oswal Large Cap Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Nippon India Large Cap Fund (G) has 99.27% equity and 0.00% debt, while Motilal Oswal Large Cap Fund - Direct (G) has 91.66% equity and 0.00% debt.
• Nippon India Large Cap Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Nippon India Large Cap Fund (G) outperformed Motilal Oswal Large Cap Fund - Direct (G) in 1 Year (returns: 0.05% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: -12.32%, -9.02%, 15.46%, 15.10%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.