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Compare Axis Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.68 | 1.69 |
NAV | ₹33.26 | ₹33.35 |
Fund Started | 01 Oct 2018 | 27 Sep 2019 |
Fund Size | ₹15604.95 Cr | ₹15146.47 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.68
1.69
NAV
₹33.26
₹33.35
Fund Started
01 Oct 2018
27 Sep 2019
Fund Size
₹15604.95 Cr
₹15146.47 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.64% | -4.82% |
3 Year | 18.58% | 23.71% |
5 Year | 18.32% | 23.65% |
1 Year
0.64%
-4.82%
3 Year
18.58%
23.71%
5 Year
18.32%
23.65%
Holding Analysis
Equity | 96.52% | 98.59% |
Cash | 1.99% | 1.41% |
Equity
96.52%
98.59%
Cash
1.99%
1.41%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.18% |
ICICI Bank Ltd. | 4.18% |
Reliance Industries Ltd. | 3.76% |
Bharti Airtel Ltd. | 2.42% |
Bajaj Finance Ltd. | 2.28% |
Torrent Power Ltd. | 2.02% |
Larsen & Toubro Ltd. | 1.95% |
The Federal Bank Ltd. | 1.93% |
State Bank of India | 1.80% |
Eternal Ltd. | 1.76% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.00% |
Bajaj Finance Ltd. | 4.35% |
PTC Industries Ltd. | 4.05% |
Muthoot Finance Ltd. | 3.96% |
Bharat Electronics Ltd. | 3.81% |
CG Power and Industrial Solutions Ltd. | 3.51% |
TVS Motor Company Ltd. | 3.50% |
Multi Commodity Exchange Of India Ltd. | 3.44% |
Apar Industries Ltd. | 3.43% |
One97 Communications Ltd. | 3.40% |
Fund Manager
Name | Jinesh Gopani | Ajay Khandelwal |
Start Date | 21 Feb 2022 | 25 Jul 2025 |
Name
Jinesh Gopani
Ajay Khandelwal
Start Date
21 Feb 2022
25 Jul 2025
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 01 Oct 2018 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
01 Oct 2018
27 Sep 2019