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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 | 1.72 | 1.65 |
NAV | ₹33.12 | ₹334.81 |
Fund Started | 27 Sep 2019 | 06 Jan 1994 |
Fund Size | ₹10840.40 Cr | ₹25412.03 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
1.72
1.65
NAV
₹33.12
₹334.81
Fund Started
27 Sep 2019
06 Jan 1994
Fund Size
₹10840.40 Cr
₹25412.03 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 15.06% | 4.03% |
3 Year | 33.43% | 25.00% |
5 Year | 30.26% | 28.89% |
1 Year
15.06%
4.03%
3 Year
33.43%
25.00%
5 Year
30.26%
28.89%
Holding Analysis
Equity | 98.48% | 98.15% |
Cash | 0.12% | 1.85% |
Equity
98.48%
98.15%
Cash
0.12%
1.85%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.41% |
ICICI Bank Ltd. | 4.05% |
Axis Bank Ltd. | 2.07% |
Infosys Ltd. | 2.05% |
Bharti Airtel Ltd. | 1.64% |
Mphasis Ltd. | 1.56% |
Kotak Mahindra Bank Ltd. | 1.53% |
Max Financial Services Ltd. | 1.40% |
State Bank of India | 1.36% |
Fortis Healthcare Ltd. | 1.33% |
Fund Manager
Name | Ajay Khandelwal | Gopal Agrawal |
Start Date | 16 Dec 2021 | 29 Jul 2022 |
Name
Ajay Khandelwal
Gopal Agrawal
Start Date
16 Dec 2021
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