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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 | 1.7 | 1.63 |
NAV | ₹35.25 | ₹347.16 |
Fund Started | 27 Sep 2019 | 06 Jan 1994 |
Fund Size | ₹13777.98 Cr | ₹26949.33 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
1.7
1.63
NAV
₹35.25
₹347.16
Fund Started
27 Sep 2019
06 Jan 1994
Fund Size
₹13777.98 Cr
₹26949.33 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 2.85% | 1.62% |
3 Year | 29.22% | 21.63% |
5 Year | 28.99% | 26.60% |
1 Year
2.85%
1.62%
3 Year
29.22%
21.63%
5 Year
28.99%
26.60%
Holding Analysis
Equity | 98.97% | 98.92% |
Cash | -0.03% | 1.08% |
Equity
98.97%
98.92%
Cash
-0.03%
1.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.82% |
ICICI Bank Ltd. | 3.45% |
Bharti Airtel Ltd. | 1.99% |
Infosys Ltd. | 1.78% |
Axis Bank Ltd. | 1.78% |
Fortis Healthcare Ltd. | 1.70% |
Max Financial Services Ltd. | 1.52% |
Mphasis Ltd. | 1.52% |
Maruti Suzuki India Ltd. | 1.45% |
State Bank of India | 1.36% |
Fund Manager
Name | Ajay Khandelwal | Gopal Agrawal |
Start Date | 25 Jul 2025 | 29 Jul 2022 |
Name
Ajay Khandelwal
Gopal Agrawal
Start Date
25 Jul 2025
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