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Compare LIC MF 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 | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹500 |
Expense Ratio | 2.48 | 1.58 |
NAV | ₹28.39 | ₹99.02 |
Fund Started | 05 Jan 2017 | 03 Feb 2014 |
Fund Size | ₹306.30 Cr | ₹27780.18 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 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
2.48
1.58
NAV
₹28.39
₹99.02
Fund Started
05 Jan 2017
03 Feb 2014
Fund Size
₹306.30 Cr
₹27780.18 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 11.60% | 19.80% |
3 Year | 24.38% | 32.29% |
5 Year | 27.78% | 38.19% |
1 Year
11.60%
19.80%
3 Year
24.38%
32.29%
5 Year
27.78%
38.19%
Holding Analysis
Equity | 98.18% | 67.90% |
Cash | 1.82% | 15.69% |
Equity
98.18%
67.90%
Cash
1.82%
15.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shakti Pumps (India) Ltd. | 3.95% |
UNO Minda Ltd. | 3.09% |
The Federal Bank Ltd. | 2.89% |
SRF Ltd. | 2.77% |
Trent Ltd. | 2.74% |
Bharat Electronics Ltd. | 2.60% |
The Indian Hotels Company Ltd. | 2.51% |
Coromandel International Ltd. | 2.30% |
Alkem Laboratories Ltd. | 2.17% |
Manorama Industries Ltd. | 2.05% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Coforge Ltd. | 9.47% |
Kalyan Jewellers India Ltd. | 8.09% |
Polycab India Ltd. | 4.97% |
Dixon Technologies (India) Ltd. | 4.35% |
Trent Ltd. | 3.98% |
Bharti Hexacom Ltd. | 3.95% |
Max Healthcare Institute Ltd. | 3.94% |
One97 Communications Ltd. | 3.86% |
Kei Industries Ltd. | 2.98% |
Fund Manager
Name | Dikshit Mittal | Ajay Khandelwal |
Start Date | 01 Dec 2022 | 16 Dec 2021 |
Name
Dikshit Mittal
Ajay Khandelwal
Start Date
01 Dec 2022
16 Dec 2021
About Fund
Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | 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 | 05 Jan 2017 | 03 Feb 2014 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
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
05 Jan 2017
03 Feb 2014