- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 2.12 | 1.57 |
NAV | ₹17.62 | ₹94.43 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1261.10 Cr | ₹26028.34 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
2.12
1.57
NAV
₹17.62
₹94.43
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1261.10 Cr
₹26028.34 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 2.04% | 13.58% |
3 Year | - | 27.00% |
5 Year | - | 35.50% |
1 Year
2.04%
13.58%
3 Year
-
27.00%
5 Year
-
35.50%
Holding Analysis
Equity | 95.59% | 68.04% |
Cash | 4.41% | 13.51% |
Equity
95.59%
68.04%
Cash
4.41%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharat Heavy Electricals Ltd. | 4.46% |
The Federal Bank Ltd. | 4.01% |
Indian Bank | 3.80% |
Godfrey Phillips India Ltd. | 3.67% |
Jubilant FoodWorks Ltd. | 3.62% |
Mphasis Ltd. | 3.13% |
Voltas Ltd. | 2.98% |
Aurobindo Pharma Ltd. | 2.85% |
SBI Cards And Payment Services Ltd. | 2.83% |
Apollo Hospitals Enterprise Ltd. | 2.81% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 16 Dec 2021 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
16 Dec 2021
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