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Compare Motilal Oswal Large and Midcap Fund vs HDFC Large and Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.71 | 1.64 |
NAV | ₹33.38 | ₹340.02 |
Fund Started | 27 Sep 2019 | 06 Jan 1994 |
Fund Size | ₹12427.89 Cr | ₹26406.25 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.71
1.64
NAV
₹33.38
₹340.02
Fund Started
27 Sep 2019
06 Jan 1994
Fund Size
₹12427.89 Cr
₹26406.25 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 6.05% | 0.93% |
3 Year | 26.83% | 20.42% |
5 Year | 28.21% | 25.45% |
1 Year
6.05%
0.93%
3 Year
26.83%
20.42%
5 Year
28.21%
25.45%
Holding Analysis
Equity | 99.19% | 99.01% |
Cash | 0.81% | 0.99% |
Equity
99.19%
99.01%
Cash
0.81%
0.99%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.22% |
ICICI Bank Ltd. | 3.87% |
Bharti Airtel Ltd. | 2.07% |
Infosys Ltd. | 1.90% |
Axis Bank Ltd. | 1.72% |
Mphasis Ltd. | 1.63% |
Fortis Healthcare Ltd. | 1.54% |
Max Financial Services Ltd. | 1.48% |
State Bank of India | 1.27% |
Kotak Mahindra Bank Ltd. | 1.26% |
Fund Manager
Name | Ajay Khandelwal | Gopal Agrawal |
Start Date | 01 Oct 2024 | 29 Jul 2022 |
Name
Ajay Khandelwal
Gopal Agrawal
Start Date
01 Oct 2024
29 Jul 2022
About Fund
Description | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. | The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. |
Launch Date | 27 Sep 2019 | 06 Jan 1994 |
Description
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Launch Date
27 Sep 2019
06 Jan 1994
