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Compare LIC MF Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹500 |
Expense Ratio | 1.91 | 1.71 |
NAV | ₹38.41 | ₹33.25 |
Fund Started | 02 Feb 2015 | 27 Sep 2019 |
Fund Size | ₹3100.87 Cr | ₹12427.89 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹500
Expense Ratio
1.91
1.71
NAV
₹38.41
₹33.25
Fund Started
02 Feb 2015
27 Sep 2019
Fund Size
₹3100.87 Cr
₹12427.89 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -2.30% | 5.27% |
3 Year | 15.79% | 26.49% |
5 Year | 20.37% | 27.78% |
1 Year
-2.30%
5.27%
3 Year
15.79%
26.49%
5 Year
20.37%
27.78%
Holding Analysis
Equity | 97.89% | 99.19% |
Cash | 2.11% | 0.81% |
Equity
97.89%
99.19%
Cash
2.11%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.30% |
ICICI Bank Ltd. | 5.17% |
Shakti Pumps (India) Ltd. | 3.77% |
Kotak Mahindra Bank Ltd. | 2.27% |
Garware Hi-Tech Films Ltd. | 2.15% |
REC Ltd. | 2.05% |
Apollo Hospitals Enterprise Ltd. | 2.04% |
Tata Consultancy Services Ltd. | 2.01% |
Reliance Industries Ltd. | 1.90% |
Trent Ltd. | 1.78% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
Fund Manager
Name | Yogesh Patil | Ajay Khandelwal |
Start Date | 20 Oct 2021 | 16 Dec 2021 |
Name
Yogesh Patil
Ajay Khandelwal
Start Date
20 Oct 2021
16 Dec 2021
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 02 Feb 2015 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
02 Feb 2015
27 Sep 2019
