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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 | 2.11 | 1.61 |
NAV | ₹16.24 | ₹88.60 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1198.23 Cr | ₹23703.68 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
2.11
1.61
NAV
₹16.24
₹88.60
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1198.23 Cr
₹23703.68 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 12.19% | 18.05% |
3 Year | - | 27.41% |
5 Year | - | 28.95% |
1 Year
12.19%
18.05%
3 Year
-
27.41%
5 Year
-
28.95%
Holding Analysis
Equity | 92.99% | 71.67% |
Cash | 7.01% | 18.76% |
Equity
92.99%
71.67%
Cash
7.01%
18.76%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Federal Bank Ltd. | 4.76% |
Indian Bank | 4.29% |
Jubilant FoodWorks Ltd. | 4.11% |
SRF Ltd. | 4.11% |
Bank of Maharashtra | 3.47% |
Mphasis Ltd. | 3.34% |
Bharat Heavy Electricals Ltd. | 2.99% |
Godfrey Phillips India Ltd. | 2.96% |
SBI Cards And Payment Services Ltd. | 2.84% |
Tata Technologies Ltd | 2.80% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.91% |
Persistent Systems Ltd. | 9.51% |
Kalyan Jewellers India Ltd. | 6.83% |
Dixon Technologies (India) Ltd. | 6.67% |
Max Healthcare Institute Ltd. | 4.11% |
One97 Communications Ltd. | 3.94% |
Trent Ltd. | 3.68% |
Polycab India Ltd. | 3.48% |
Bharti Hexacom Ltd. | 3.44% |
Kei Industries Ltd. | 3.24% |
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