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Compare Bajaj Finserv Large and 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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.98 | 1.69 |
NAV | ₹12.45 | ₹34.24 |
Fund Started | 06 Feb 2024 | 27 Sep 2019 |
Fund Size | ₹2245.16 Cr | ₹14870.27 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.98
1.69
NAV
₹12.45
₹34.24
Fund Started
06 Feb 2024
27 Sep 2019
Fund Size
₹2245.16 Cr
₹14870.27 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 7.35% | 7.05% |
3 Year | - | 26.42% |
5 Year | - | 25.26% |
1 Year
7.35%
7.05%
3 Year
-
26.42%
5 Year
-
25.26%
Holding Analysis
Equity | 98.49% | 99.33% |
Cash | 1.03% | 0.67% |
Equity
98.49%
99.33%
Cash
1.03%
0.67%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.34% |
State Bank of India | 3.71% |
Infosys Ltd. | 3.57% |
Larsen & Toubro Ltd. | 3.32% |
ICICI Bank Ltd. | 2.79% |
Biocon Ltd. | 2.78% |
Tata Consumer Products Ltd. | 2.68% |
Reliance Industries Ltd. | 2.63% |
Tata Steel Ltd. | 2.55% |
Bharti Airtel Ltd. | 2.51% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.47% |
Bajaj Finance Ltd. | 4.45% |
Bharat Electronics Ltd. | 4.04% |
CG Power and Industrial Solutions Ltd. | 3.95% |
PTC Industries Ltd. | 3.88% |
Waaree Energies Ltd. | 3.78% |
Multi Commodity Exchange Of India Ltd. | 3.66% |
TVS Motor Company Ltd. | 3.54% |
Muthoot Finance Ltd. | 3.45% |
One97 Communications Ltd. | 3.39% |
Fund Manager
Name | Sorbh Gupta | Ajay Khandelwal |
Start Date | 10 Nov 2025 | 25 Jul 2025 |
Name
Sorbh Gupta
Ajay Khandelwal
Start Date
10 Nov 2025
25 Jul 2025
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 06 Feb 2024 | 27 Sep 2019 |
Description
The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
06 Feb 2024
27 Sep 2019