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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 | 1.8 | 1.73 |
NAV | ₹88.97 | ₹30.75 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹6711.76 Cr | ₹9001.07 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 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.8
1.73
NAV
₹88.97
₹30.75
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹6711.76 Cr
₹9001.07 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 1 year.
Returns
1 Year | 26.38% | 29.80% |
3 Year | 18.59% | 21.22% |
5 Year | 19.08% | 22.78% |
1 Year
26.38%
29.80%
3 Year
18.59%
21.22%
5 Year
19.08%
22.78%
Holding Analysis
Equity | 95.77% | 98.82% |
Cash | 4.23% | 1.18% |
Equity
95.77%
98.82%
Cash
4.23%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 4.47% |
Interglobe Aviation Ltd. | 3.89% |
Dixon Technologies (India) Ltd. | 3.48% |
Max Healthcare Institute Ltd. | 3.35% |
Prestige Estates Projects Ltd. | 3.29% |
ICICI Bank Ltd. | 3.21% |
Mankind Pharma Ltd. | 3.13% |
The Federal Bank Ltd. | 2.99% |
BSE Ltd. | 2.99% |
Cholamandalam Investment and Finance Company Ltd. | 2.86% |
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
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
