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Compare Invesco India 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.75 | 1.69 |
NAV | ₹100.47 | ₹32.93 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹9406.14 Cr | ₹15146.47 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption 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
1.75
1.69
NAV
₹100.47
₹32.93
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹9406.14 Cr
₹15146.47 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.26% | -4.73% |
3 Year | 23.21% | 23.96% |
5 Year | 20.61% | 23.49% |
1 Year
3.26%
-4.73%
3 Year
23.21%
23.96%
5 Year
20.61%
23.49%
Holding Analysis
Equity | 98.51% | 98.59% |
Cash | 1.49% | 1.41% |
Equity
98.51%
98.59%
Cash
1.49%
1.41%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 5.68% |
Eternal Ltd. | 5.26% |
Interglobe Aviation Ltd. | 5.00% |
BSE Ltd. | 4.88% |
Cholamandalam Investment and Finance Company Ltd. | 4.52% |
L&T Finance Ltd. | 4.45% |
Trent Ltd. | 4.44% |
Swiggy Ltd. | 4.28% |
Sai Life Sciences Ltd. | 4.03% |
Prestige Estates Projects Ltd. | 3.69% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.00% |
Bajaj Finance Ltd. | 4.35% |
PTC Industries Ltd. | 4.05% |
Muthoot Finance Ltd. | 3.96% |
Bharat Electronics Ltd. | 3.81% |
CG Power and Industrial Solutions Ltd. | 3.51% |
TVS Motor Company Ltd. | 3.50% |
Multi Commodity Exchange Of India Ltd. | 3.44% |
Apar Industries Ltd. | 3.43% |
One97 Communications Ltd. | 3.40% |
Fund Manager
Name | Amit Ganatra | Ajay Khandelwal |
Start Date | 03 Oct 2025 | 25 Jul 2025 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
03 Oct 2025
25 Jul 2025
About Fund
Description | The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 09 Jul 2007 | 27 Sep 2019 |
Description
The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
09 Jul 2007
27 Sep 2019