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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 | 1.9 | 1.7 |
NAV | ₹39.41 | ₹35.16 |
Fund Started | 02 Feb 2015 | 27 Sep 2019 |
Fund Size | ₹3046.84 Cr | ₹13777.98 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
1.9
1.7
NAV
₹39.41
₹35.16
Fund Started
02 Feb 2015
27 Sep 2019
Fund Size
₹3046.84 Cr
₹13777.98 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 | 2.39% | 7.98% |
3 Year | 16.89% | 28.16% |
5 Year | 20.21% | 28.64% |
1 Year
2.39%
7.98%
3 Year
16.89%
28.16%
5 Year
20.21%
28.64%
Holding Analysis
Equity | 96.87% | 98.97% |
Cash | 3.13% | -0.03% |
Equity
96.87%
98.97%
Cash
3.13%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.09% |
ICICI Bank Ltd. | 4.79% |
Shakti Pumps (India) Ltd. | 3.52% |
Kotak Mahindra Bank Ltd. | 2.32% |
REC Ltd. | 1.97% |
Apollo Hospitals Enterprise Ltd. | 1.95% |
Tata Consultancy Services Ltd. | 1.95% |
Reliance Industries Ltd. | 1.90% |
Garware Hi-Tech Films Ltd. | 1.86% |
Bharat Electronics Ltd. | 1.83% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
Fund Manager
Name | Yogesh Patil | Ajay Khandelwal |
Start Date | 20 Sep 2024 | 25 Jul 2025 |
Name
Yogesh Patil
Ajay Khandelwal
Start Date
20 Sep 2024
25 Jul 2025
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