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Compare JM Midcap Fund vs Motilal Oswal 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 | 2.06 | 1.53 |
NAV | ₹19.59 | ₹102.96 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1477.25 Cr | ₹37500.86 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
2.06
1.53
NAV
₹19.59
₹102.96
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1477.25 Cr
₹37500.86 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 5.09% | 0.34% |
3 Year | - | 26.59% |
5 Year | - | 30.55% |
1 Year
5.09%
0.34%
3 Year
-
26.59%
5 Year
-
30.55%
Holding Analysis
Equity | 98.73% | 87.22% |
Cash | 1.27% | 12.77% |
Equity
98.73%
87.22%
Cash
1.27%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.09% |
Godfrey Phillips India Ltd. | 4.07% |
Motilal Oswal Financial Services Ltd. | 3.00% |
JK Cement Ltd. | 2.92% |
Avalon Technologies Ltd. | 2.89% |
Coforge Ltd. | 2.59% |
Tube Investments Of India Ltd. | 2.56% |
Waaree Energies Ltd. | 2.44% |
Hero Motocorp Ltd. | 2.38% |
Cummins India Ltd. | 2.35% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 25 Jul 2025 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
25 Jul 2025
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 31 Oct 2022 | 03 Feb 2014 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
31 Oct 2022
03 Feb 2014