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Compare Bank of India 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 | 2.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 2.43 | 1.7 |
NAV | ₹89.76 | ₹35.03 |
Fund Started | 04 Sep 2008 | 27 Sep 2019 |
Fund Size | ₹414.09 Cr | ₹13777.98 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
2.43
1.7
NAV
₹89.76
₹35.03
Fund Started
04 Sep 2008
27 Sep 2019
Fund Size
₹414.09 Cr
₹13777.98 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 | 2.56% | 7.42% |
3 Year | 16.72% | 27.50% |
5 Year | 20.24% | 28.53% |
1 Year
2.56%
7.42%
3 Year
16.72%
27.50%
5 Year
20.24%
28.53%
Holding Analysis
Equity | 97.18% | 98.97% |
Cash | 2.71% | -0.03% |
Equity
97.18%
98.97%
Cash
2.71%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.26% |
Reliance Industries Ltd. | 5.23% |
Hero Motocorp Ltd. | 3.82% |
FSN E-Commerce Ventures Ltd. | 3.61% |
Indian Bank | 3.52% |
ICICI Lombard General Insurance Company Ltd. | 3.50% |
Larsen & Toubro Ltd. | 3.29% |
Lloyds Metals & Energy Ltd. | 3.21% |
PB Fintech Ltd. | 3.20% |
Kotak Mahindra Bank Ltd. | 3.00% |
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 | Nitin Gosar | Ajay Khandelwal |
Start Date | 29 Nov 2024 | 25 Jul 2025 |
Name
Nitin Gosar
Ajay Khandelwal
Start Date
29 Nov 2024
25 Jul 2025
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