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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 | 1.54 |
NAV | ₹19.82 | ₹105.93 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1415.98 Cr | ₹34779.74 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
1.54
NAV
₹19.82
₹105.93
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1415.98 Cr
₹34779.74 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -3.65% | -0.18% |
3 Year | - | 27.07% |
5 Year | - | 32.88% |
1 Year
-3.65%
-0.18%
3 Year
-
27.07%
5 Year
-
32.88%
Holding Analysis
Equity | 98.71% | 97.39% |
Cash | 0.37% | 2.61% |
Equity
98.71%
97.39%
Cash
0.37%
2.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Godfrey Phillips India Ltd. | 5.31% |
JK Cement Ltd. | 3.41% |
Motilal Oswal Financial Services Ltd. | 3.04% |
Jubilant FoodWorks Ltd. | 2.82% |
Cummins India Ltd. | 2.60% |
Marico Ltd. | 2.53% |
Waaree Energies Ltd. | 2.52% |
Coforge Ltd. | 2.37% |
Tube Investments Of India Ltd. | 2.30% |
Avalon Technologies Ltd. | 2.10% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.08% |
Coforge Ltd. | 9.79% |
Trent Ltd. | 9.14% |
Eternal Ltd. | 9.03% |
Kalyan Jewellers India Ltd. | 8.70% |
One97 Communications Ltd. | 8.68% |
Persistent Systems Ltd. | 8.39% |
Polycab India Ltd. | 6.22% |
Kei Industries Ltd. | 4.11% |
Kaynes Technology India Ltd. | 3.70% |
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
