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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 | ₹102.47 | ₹34.81 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹9034.16 Cr | ₹14870.27 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
₹102.47
₹34.81
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹9034.16 Cr
₹14870.27 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 | 14.13% | 11.24% |
3 Year | 24.28% | 27.14% |
5 Year | 22.35% | 26.25% |
1 Year
14.13%
11.24%
3 Year
24.28%
27.14%
5 Year
22.35%
26.25%
Holding Analysis
Equity | 99.86% | 99.33% |
Cash | 0.14% | 0.67% |
Equity
99.86%
99.33%
Cash
0.14%
0.67%
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. | 6.47% |
Bajaj Finance Ltd. | 4.45% |
Bharat Electronics Ltd. | 4.04% |
CG Power and Industrial Solutions Ltd. | 3.95% |
PTC Industries Ltd. | 3.88% |
Waaree Energies Ltd. | 3.78% |
Multi Commodity Exchange Of India Ltd. | 3.66% |
TVS Motor Company Ltd. | 3.54% |
Muthoot Finance Ltd. | 3.45% |
One97 Communications Ltd. | 3.39% |
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