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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 | 1.72 |
NAV | ₹38.85 | ₹33.15 |
Fund Started | 02 Feb 2015 | 27 Sep 2019 |
Fund Size | ₹3055.20 Cr | ₹10840.40 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
1.72
NAV
₹38.85
₹33.15
Fund Started
02 Feb 2015
27 Sep 2019
Fund Size
₹3055.20 Cr
₹10840.40 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 | 7.47% | 16.44% |
3 Year | 20.09% | 32.15% |
5 Year | 23.76% | 30.31% |
1 Year
7.47%
16.44%
3 Year
20.09%
32.15%
5 Year
23.76%
30.31%
Holding Analysis
Equity | 95.71% | 98.48% |
Cash | 4.29% | 0.12% |
Equity
95.71%
98.48%
Cash
4.29%
0.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.44% |
HDFC Bank Ltd. | 5.42% |
Shakti Pumps (India) Ltd. | 3.34% |
Kotak Mahindra Bank Ltd. | 2.71% |
Trent Ltd. | 2.50% |
Tata Consultancy Services Ltd. | 2.45% |
REC Ltd. | 2.33% |
Garware Hi-Tech Films Ltd. | 2.13% |
Reliance Industries Ltd. | 2.06% |
The Indian Hotels Company Ltd. | 1.99% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.67% |
Trent Ltd. | 5.06% |
Bharat Dynamics Ltd. | 4.26% |
Bharat Electronics Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.87% |
Waaree Energies Ltd. | 3.85% |
Cholamandalam Investment and Finance Company Ltd. | 3.81% |
Suzlon Energy Ltd. | 3.69% |
CG Power and Industrial Solutions Ltd. | 3.61% |
Bajaj Finance Ltd. | 3.56% |
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