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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 | 1.65 | 1.72 |
NAV | ₹336.28 | ₹33.39 |
Fund Started | 06 Jan 1994 | 27 Sep 2019 |
Fund Size | ₹25412.03 Cr | ₹10840.40 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
1.65
1.72
NAV
₹336.28
₹33.39
Fund Started
06 Jan 1994
27 Sep 2019
Fund Size
₹25412.03 Cr
₹10840.40 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 4.29% | 14.33% |
3 Year | 26.45% | 34.56% |
5 Year | 29.54% | 30.75% |
1 Year
4.29%
14.33%
3 Year
26.45%
34.56%
5 Year
29.54%
30.75%
Holding Analysis
Equity | 97.41% | 98.63% |
Cash | 2.56% | 1.38% |
Equity
97.41%
98.63%
Cash
2.56%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.23% |
ICICI Bank Ltd. | 3.93% |
Bharti Airtel Ltd. | 2.09% |
Infosys Ltd. | 2.05% |
Axis Bank Ltd. | 1.99% |
Mphasis Ltd. | 1.55% |
Max Financial Services Ltd. | 1.54% |
Kotak Mahindra Bank Ltd. | 1.37% |
State Bank of India | 1.35% |
Fortis Healthcare Ltd. | 1.32% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Fund Manager
Name | Gopal Agrawal | Ajay Khandelwal |
Start Date | 29 Jul 2022 | 01 Oct 2024 |
Name
Gopal Agrawal
Ajay Khandelwal
Start Date
29 Jul 2022
01 Oct 2024
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