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Compare Bank of India Large & Mid Cap Equity 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 | 2.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 2.48 | 1.72 |
NAV | ₹87.22 | ₹33.20 |
Fund Started | 04 Sep 2008 | 27 Sep 2019 |
Fund Size | ₹398.65 Cr | ₹10840.40 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.48
1.72
NAV
₹87.22
₹33.20
Fund Started
04 Sep 2008
27 Sep 2019
Fund Size
₹398.65 Cr
₹10840.40 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -0.34% | 12.56% |
3 Year | 23.02% | 34.55% |
5 Year | 22.88% | 29.56% |
1 Year
-0.34%
12.56%
3 Year
23.02%
34.55%
5 Year
22.88%
29.56%
Holding Analysis
Equity | 94.53% | 98.63% |
Cash | 5.36% | 1.38% |
Equity
94.53%
98.63%
Cash
5.36%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.93% |
Reliance Industries Ltd. | 4.13% |
Larsen & Toubro Ltd. | 3.43% |
ICICI Lombard General Insurance Company Ltd. | 3.22% |
PB Fintech Ltd. | 3.20% |
Indian Bank | 3.00% |
Manorama Industries Ltd. | 2.93% |
Lloyds Metals & Energy Ltd. | 2.90% |
Hero Motocorp Ltd. | 2.77% |
Coforge Ltd. | 2.72% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Fund Manager
Name | Nitin Gosar | Ajay Khandelwal |
Start Date | 10 Feb 2023 | 16 Dec 2021 |
Name
Nitin Gosar
Ajay Khandelwal
Start Date
10 Feb 2023
16 Dec 2021
About Fund
Description | The scheme aims at income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity-related securities including equity derivatives. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 04 Sep 2008 | 27 Sep 2019 |
Description
The scheme aims at income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity-related securities including equity derivatives.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
04 Sep 2008
27 Sep 2019