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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 | 1.76 | 1.68 |
NAV | ₹103.01 | ₹34.73 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹8124.55 Cr | ₹12628.20 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
1.76
1.68
NAV
₹103.01
₹34.73
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹8124.55 Cr
₹12628.20 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 | 6.27% | 2.94% |
3 Year | 25.19% | 27.60% |
5 Year | 23.70% | 28.40% |
1 Year
6.27%
2.94%
3 Year
25.19%
27.60%
5 Year
23.70%
28.40%
Holding Analysis
Equity | 99.44% | 99.07% |
Cash | 0.56% | 0.93% |
Equity
99.44%
99.07%
Cash
0.56%
0.93%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 5.31% |
Eternal Ltd. | 5.29% |
Interglobe Aviation Ltd. | 5.19% |
Max Healthcare Institute Ltd. | 5.17% |
Swiggy Ltd. | 4.49% |
Sai Life Sciences Ltd. | 4.35% |
Cholamandalam Investment and Finance Company Ltd. | 4.28% |
BSE Ltd. | 4.08% |
Prestige Estates Projects Ltd. | 3.68% |
L&T Finance Ltd. | 3.58% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.24% |
Bharat Electronics Ltd. | 4.29% |
Waaree Energies Ltd. | 4.23% |
CG Power and Industrial Solutions Ltd. | 3.97% |
Siemens Energy India Ltd. | 3.71% |
Amber Enterprises India Ltd. | 3.54% |
Multi Commodity Exchange Of India Ltd. | 3.45% |
One97 Communications Ltd. | 3.43% |
Cholamandalam Investment and Finance Company Ltd. | 3.29% |
Samvardhana Motherson International Ltd. | 3.23% |
Fund Manager
Name | Amit Ganatra | Ajay Khandelwal |
Start Date | 01 Sep 2022 | 16 Dec 2021 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
01 Sep 2022
16 Dec 2021
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
