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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 | 1.54 |
NAV | ₹29.59 | ₹103.45 |
Fund Started | 05 Jan 2017 | 03 Feb 2014 |
Fund Size | ₹347.67 Cr | ₹37500.86 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
1.54
NAV
₹29.59
₹103.45
Fund Started
05 Jan 2017
03 Feb 2014
Fund Size
₹347.67 Cr
₹37500.86 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 | 1.07% | -3.50% |
3 Year | 19.78% | 26.27% |
5 Year | 19.27% | 29.78% |
1 Year
1.07%
-3.50%
3 Year
19.78%
26.27%
5 Year
19.27%
29.78%
Holding Analysis
Equity | 97.95% | 87.22% |
Cash | 2.05% | 12.77% |
Equity
97.95%
87.22%
Cash
2.05%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
UNO Minda Ltd. | 3.76% |
Shakti Pumps (India) Ltd. | 3.39% |
The Federal Bank Ltd. | 2.45% |
Mahindra & Mahindra Financial Services Ltd. | 2.43% |
Muthoot Finance Ltd. | 2.34% |
Bharat Electronics Ltd. | 2.33% |
Trent Ltd. | 2.19% |
Allied Blenders And Distillers Ltd. | 2.16% |
The Indian Hotels Company Ltd. | 2.08% |
Alkem Laboratories Ltd. | 2.06% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Dikshit Mittal | Ajay Khandelwal |
Start Date | 01 Dec 2022 | 25 Jul 2025 |
Name
Dikshit Mittal
Ajay Khandelwal
Start Date
01 Dec 2022
25 Jul 2025
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