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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 | 2.05 | 1.57 |
NAV | ₹18.63 | ₹101.10 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1396.31 Cr | ₹30401.09 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
2.05
1.57
NAV
₹18.63
₹101.10
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1396.31 Cr
₹30401.09 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -2.24% | 8.32% |
3 Year | - | 36.01% |
5 Year | - | 36.42% |
1 Year
-2.24%
8.32%
3 Year
-
36.01%
5 Year
-
36.42%
Holding Analysis
Equity | 98.28% | 68.82% |
Cash | 1.72% | 31.18% |
Equity
98.28%
68.82%
Cash
1.72%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Godfrey Phillips India Ltd. | 4.26% |
Bharat Heavy Electricals Ltd. | 3.72% |
JK Cement Ltd. | 3.54% |
Hindustan Petroleum Corporation Ltd. | 3.00% |
Jubilant FoodWorks Ltd. | 2.99% |
Motilal Oswal Financial Services Ltd. | 2.92% |
Aurobindo Pharma Ltd. | 2.91% |
Arvind Ltd. | 2.65% |
HDFC Asset Management Company Ltd. | 2.64% |
Bank of Maharashtra | 2.63% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
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