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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 | 2.5 | 1.55 |
NAV | ₹29.01 | ₹104.43 |
Fund Started | 05 Jan 2017 | 03 Feb 2014 |
Fund Size | ₹337.69 Cr | ₹33608.53 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
2.5
1.55
NAV
₹29.01
₹104.43
Fund Started
05 Jan 2017
03 Feb 2014
Fund Size
₹337.69 Cr
₹33608.53 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 | -4.02% | 3.86% |
3 Year | 19.41% | 28.29% |
5 Year | 22.06% | 33.31% |
1 Year
-4.02%
3.86%
3 Year
19.41%
28.29%
5 Year
22.06%
33.31%
Holding Analysis
Equity | 97.28% | 82.04% |
Cash | 2.72% | 17.96% |
Equity
97.28%
82.04%
Cash
2.72%
17.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shakti Pumps (India) Ltd. | 3.80% |
UNO Minda Ltd. | 3.26% |
The Federal Bank Ltd. | 3.00% |
Trent Ltd. | 2.41% |
Coromandel International Ltd. | 2.19% |
Bharat Electronics Ltd. | 2.15% |
The Indian Hotels Company Ltd. | 2.14% |
SRF Ltd. | 2.07% |
Mahindra & Mahindra Financial Services Ltd. | 2.04% |
Muthoot Finance Ltd. | 1.98% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.52% |
Coforge Ltd. | 9.36% |
Kalyan Jewellers India Ltd. | 8.86% |
Persistent Systems Ltd. | 8.29% |
Trent Ltd. | 7.84% |
Polycab India Ltd. | 5.58% |
One97 Communications Ltd. | 4.50% |
Kei Industries Ltd. | 4.00% |
Bharti Hexacom Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.70% |
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
