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Compare HDFC Large and 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.64 | 1.7 |
NAV | ₹344.68 | ₹34.78 |
Fund Started | 06 Jan 1994 | 27 Sep 2019 |
Fund Size | ₹26949.33 Cr | ₹13777.98 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.64
1.7
NAV
₹344.68
₹34.78
Fund Started
06 Jan 1994
27 Sep 2019
Fund Size
₹26949.33 Cr
₹13777.98 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.06% | 0.67% |
3 Year | 21.76% | 29.00% |
5 Year | 26.16% | 28.56% |
1 Year
0.06%
0.67%
3 Year
21.76%
29.00%
5 Year
26.16%
28.56%
Holding Analysis
Equity | 98.92% | 98.97% |
Cash | 1.08% | -0.03% |
Equity
98.92%
98.97%
Cash
1.08%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.82% |
ICICI Bank Ltd. | 3.45% |
Bharti Airtel Ltd. | 1.99% |
Infosys Ltd. | 1.78% |
Axis Bank Ltd. | 1.78% |
Fortis Healthcare Ltd. | 1.70% |
Max Financial Services Ltd. | 1.52% |
Mphasis Ltd. | 1.52% |
Maruti Suzuki India Ltd. | 1.45% |
State Bank of India | 1.36% |
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 | Gopal Agrawal | Ajay Khandelwal |
Start Date | 29 Jul 2022 | 25 Jul 2025 |
Name
Gopal Agrawal
Ajay Khandelwal
Start Date
29 Jul 2022
25 Jul 2025
About Fund
Description | The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 06 Jan 1994 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
06 Jan 1994
27 Sep 2019