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Compare Edelweiss 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 | 1.84 | 1.69 |
NAV | ₹85.30 | ₹33.18 |
Fund Started | 19 Apr 2007 | 27 Sep 2019 |
Fund Size | ₹4063.31 Cr | ₹12427.89 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | 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
1.84
1.69
NAV
₹85.30
₹33.18
Fund Started
19 Apr 2007
27 Sep 2019
Fund Size
₹4063.31 Cr
₹12427.89 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -3.17% | 3.23% |
3 Year | 16.53% | 26.47% |
5 Year | 21.41% | 27.57% |
1 Year
-3.17%
3.23%
3 Year
16.53%
26.47%
5 Year
21.41%
27.57%
Holding Analysis
Equity | 96.91% | 99.19% |
Cash | 0.19% | 0.81% |
Equity
96.91%
99.19%
Cash
0.19%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.93% |
ICICI Bank Ltd. | 3.36% |
Reliance Industries Ltd. | 3.13% |
Max Healthcare Institute Ltd. | 2.39% |
Bharti Airtel Ltd. | 1.91% |
Dixon Technologies (India) Ltd. | 1.89% |
Larsen & Toubro Ltd. | 1.84% |
Eternal Ltd. | 1.55% |
Fortis Healthcare Ltd. | 1.52% |
The Federal Bank Ltd. | 1.48% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
Fund Manager
Name | Trideep Bhattacharya | Ajay Khandelwal |
Start Date | 01 Oct 2021 | 16 Dec 2021 |
Name
Trideep Bhattacharya
Ajay Khandelwal
Start Date
01 Oct 2021
16 Dec 2021
About Fund
Description | The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap 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 | 19 Apr 2007 | 27 Sep 2019 |
Description
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap 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
19 Apr 2007
27 Sep 2019
