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Compare JM 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 | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.34 | 1.67 |
NAV | ₹10.35 | ₹34.77 |
Fund Started | 04 Jul 2025 | 27 Sep 2019 |
Fund Size | ₹336.85 Cr | ₹13777.98 Cr |
Exit Load | Exit load of 1%, if redeemed within 180 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.34
1.67
NAV
₹10.35
₹34.77
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹336.85 Cr
₹13777.98 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | - | 1.16% |
3 Year | - | 28.49% |
5 Year | - | 28.31% |
1 Year
-
1.16%
3 Year
-
28.49%
5 Year
-
28.31%
Holding Analysis
Equity | 95.97% | 98.97% |
Cash | -1.15% | -0.03% |
Equity
95.97%
98.97%
Cash
-1.15%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.31% |
Bharti Airtel Ltd. | 4.88% |
HDFC Bank Ltd. | 4.55% |
Coforge Ltd. | 3.69% |
Persistent Systems Ltd. | 3.55% |
Bajaj Finance Ltd. | 2.72% |
One97 Communications Ltd. | 2.43% |
Larsen & Toubro Ltd. | 2.33% |
TVS Motor Company Ltd. | 2.20% |
CG Power and Industrial Solutions Ltd. | 2.07% |
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 | Asit Bhandarkar | Ajay Khandelwal |
Start Date | 04 Jul 2025 | 25 Jul 2025 |
Name
Asit Bhandarkar
Ajay Khandelwal
Start Date
04 Jul 2025
25 Jul 2025
About Fund
Description | The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 04 Jul 2025 | 27 Sep 2019 |
Description
The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
04 Jul 2025
27 Sep 2019