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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 | 1.7 |
NAV | ₹33.64 | ₹35.20 |
Fund Started | 01 Oct 2018 | 27 Sep 2019 |
Fund Size | ₹14905.55 Cr | ₹13777.98 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
1.7
NAV
₹33.64
₹35.20
Fund Started
01 Oct 2018
27 Sep 2019
Fund Size
₹14905.55 Cr
₹13777.98 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 | 5.85% | 8.72% |
3 Year | 19.31% | 28.09% |
5 Year | 21.57% | 28.41% |
1 Year
5.85%
8.72%
3 Year
19.31%
28.09%
5 Year
21.57%
28.41%
Holding Analysis
Equity | 95.94% | 98.97% |
Cash | 1.69% | -0.03% |
Equity
95.94%
98.97%
Cash
1.69%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.36% |
ICICI Bank Ltd. | 4.30% |
Reliance Industries Ltd. | 3.31% |
Bharti Airtel Ltd. | 2.45% |
GE Vernova T&D India Ltd | 2.36% |
Bajaj Finance Ltd. | 2.30% |
Torrent Power Ltd. | 2.24% |
Fortis Healthcare Ltd. | 2.23% |
Eternal Ltd. | 2.05% |
Infosys Ltd. | 1.82% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
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