- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPOQuarterly Results
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 1.85 | 1.71 |
NAV | ₹87.72 | ₹34.03 |
Fund Started | 19 Apr 2007 | 27 Sep 2019 |
Fund Size | ₹4139.48 Cr | ₹11816.30 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
1.85
1.71
NAV
₹87.72
₹34.03
Fund Started
19 Apr 2007
27 Sep 2019
Fund Size
₹4139.48 Cr
₹11816.30 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 2.67% | 12.42% |
3 Year | 21.60% | 32.07% |
5 Year | 24.07% | 29.57% |
1 Year
2.67%
12.42%
3 Year
21.60%
32.07%
5 Year
24.07%
29.57%
Holding Analysis
Equity | 97.86% | 99.12% |
Cash | 1.25% | 0.88% |
Equity
97.86%
99.12%
Cash
1.25%
0.88%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.77% |
Reliance Industries Ltd. | 3.31% |
ICICI Bank Ltd. | 3.22% |
Max Healthcare Institute Ltd. | 2.40% |
Bharat Electronics Ltd. | 2.01% |
Bharti Airtel Ltd. | 1.97% |
Larsen & Toubro Ltd. | 1.83% |
Persistent Systems Ltd. | 1.69% |
Dixon Technologies (India) Ltd. | 1.65% |
Max Financial Services Ltd. | 1.57% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.11% |
Trent Ltd. | 4.82% |
Bharat Electronics Ltd. | 4.81% |
Cholamandalam Investment and Finance Company Ltd. | 4.50% |
Multi Commodity Exchange Of India Ltd. | 4.13% |
Bharat Dynamics Ltd. | 4.03% |
Samvardhana Motherson International Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.76% |
Waaree Energies Ltd. | 3.75% |
Apar Industries Ltd. | 3.75% |
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