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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 | 1.7 |
NAV | ₹102.98 | ₹35.03 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹8441.21 Cr | ₹13777.98 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
1.7
NAV
₹102.98
₹35.03
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹8441.21 Cr
₹13777.98 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 | 11.91% | 7.42% |
3 Year | 24.41% | 27.50% |
5 Year | 23.88% | 28.53% |
1 Year
11.91%
7.42%
3 Year
24.41%
27.50%
5 Year
23.88%
28.53%
Holding Analysis
Equity | 99.86% | 98.97% |
Cash | 0.14% | -0.03% |
Equity
99.86%
98.97%
Cash
0.14%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 5.38% |
Eternal Ltd. | 5.28% |
Interglobe Aviation Ltd. | 5.15% |
Cholamandalam Investment and Finance Company Ltd. | 4.67% |
Trent Ltd. | 4.52% |
Swiggy Ltd. | 4.46% |
Sai Life Sciences Ltd. | 4.37% |
L&T Finance Ltd. | 3.96% |
BSE Ltd. | 3.82% |
Prestige Estates Projects Ltd. | 3.43% |
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 | 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