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Compare Edelweiss NIFTY Large Mid Cap 250 Index 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 | 0.83 | 1.74 |
NAV | ₹15.55 | ₹29.73 |
Fund Started | 15 Nov 2021 | 27 Sep 2019 |
Fund Size | ₹242.28 Cr | ₹8712.99 Cr |
Exit Load | - | 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
0.83
1.74
NAV
₹15.55
₹29.73
Fund Started
15 Nov 2021
27 Sep 2019
Fund Size
₹242.28 Cr
₹8712.99 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 5.69% | 9.99% |
3 Year | 16.67% | 24.04% |
5 Year | - | 27.89% |
1 Year
5.69%
9.99%
3 Year
16.67%
24.04%
5 Year
-
27.89%
Holding Analysis
Equity | 100.03% | 97.50% |
Cash | -0.34% | 1.59% |
Equity
100.03%
97.50%
Cash
-0.34%
1.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.41% |
ICICI Bank Ltd. | 3.70% |
Reliance Industries Ltd. | 3.36% |
Infosys Ltd. | 2.20% |
Bharti Airtel Ltd. | 1.81% |
Larsen & Toubro Ltd. | 1.59% |
ITC Ltd. | 1.48% |
Tata Consultancy Services Ltd. | 1.43% |
Max Healthcare Institute Ltd. | 1.29% |
Kotak Mahindra Bank Ltd. | 1.24% |
Name | Assets |
|---|---|
Trent Ltd. | 5.49% |
Eternal Ltd. | 5.18% |
Bharat Electronics Ltd. | 3.94% |
PTC Industries Ltd. | 3.82% |
Bharti Airtel Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.77% |
Amber Enterprises India Ltd. | 3.67% |
Suzlon Energy Ltd. | 3.51% |
Bharat Dynamics Ltd. | 3.45% |
Bajaj Finance Ltd. | 3.27% |
Fund Manager
Name | Bhavesh Jain | Ajay Khandelwal |
Start Date | 01 Oct 2021 | 16 Dec 2021 |
Name
Bhavesh Jain
Ajay Khandelwal
Start Date
01 Oct 2021
16 Dec 2021
About Fund
Description | The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Large Midcap 250 Index subject to tracking errors. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 15 Nov 2021 | 27 Sep 2019 |
Description
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Large Midcap 250 Index subject to tracking errors.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
15 Nov 2021
27 Sep 2019