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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 | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.79 | 1.72 |
NAV | ₹97.86 | ₹33.62 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹7273.77 Cr | ₹9176.39 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
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.79
1.72
NAV
₹97.86
₹33.62
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹7273.77 Cr
₹9176.39 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 | 21.25% | 24.45% |
3 Year | 26.71% | 31.42% |
5 Year | 25.65% | 30.45% |
1 Year
21.25%
24.45%
3 Year
26.71%
31.42%
5 Year
25.65%
30.45%
Holding Analysis
Equity | 98.64% | 98.48% |
Cash | 1.36% | 0.12% |
Equity
98.64%
98.48%
Cash
1.36%
0.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 5.23% |
Interglobe Aviation Ltd. | 4.75% |
Cholamandalam Investment and Finance Company Ltd. | 4.24% |
BSE Ltd. | 4.22% |
Prestige Estates Projects Ltd. | 3.89% |
Max Healthcare Institute Ltd. | 3.48% |
L&T Finance Ltd. | 3.25% |
Dixon Technologies (India) Ltd. | 3.17% |
Eternal Ltd. | 3.15% |
Swiggy Ltd. | 3.12% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.67% |
Trent Ltd. | 5.06% |
Bharat Dynamics Ltd. | 4.26% |
Bharat Electronics Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.87% |
Waaree Energies Ltd. | 3.85% |
Cholamandalam Investment and Finance Company Ltd. | 3.81% |
Suzlon Energy Ltd. | 3.69% |
CG Power and Industrial Solutions Ltd. | 3.61% |
Bajaj Finance Ltd. | 3.56% |
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