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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 | ₹19.21 | ₹103.41 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1425.91 Cr | ₹34748.89 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
₹19.21
₹103.41
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1425.91 Cr
₹34748.89 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.16% | 0.51% |
3 Year | - | 24.76% |
5 Year | - | 32.06% |
1 Year
0.16%
0.51%
3 Year
-
24.76%
5 Year
-
32.06%
Holding Analysis
Equity | 98.61% | 91.01% |
Cash | 1.28% | 2.15% |
Equity
98.61%
91.01%
Cash
1.28%
2.15%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Godfrey Phillips India Ltd. | 4.63% |
Motilal Oswal Financial Services Ltd. | 3.15% |
JK Cement Ltd. | 3.07% |
Cummins India Ltd. | 2.65% |
Coforge Ltd. | 2.64% |
Avalon Technologies Ltd. | 2.54% |
Jubilant FoodWorks Ltd. | 2.45% |
Waaree Energies Ltd. | 2.45% |
Marico Ltd. | 2.41% |
Tube Investments Of India Ltd. | 2.39% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
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