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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 | ₹34.18 | ₹345.58 |
Fund Started | 27 Sep 2019 | 06 Jan 1994 |
Fund Size | ₹11816.30 Cr | ₹26848.85 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
₹34.18
₹345.58
Fund Started
27 Sep 2019
06 Jan 1994
Fund Size
₹11816.30 Cr
₹26848.85 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 13.13% | 3.33% |
3 Year | 32.15% | 24.61% |
5 Year | 29.40% | 27.96% |
1 Year
13.13%
3.33%
3 Year
32.15%
24.61%
5 Year
29.40%
27.96%
Holding Analysis
Equity | 98.63% | 97.44% |
Cash | 1.38% | 2.56% |
Equity
98.63%
97.44%
Cash
1.38%
2.56%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.23% |
ICICI Bank Ltd. | 3.93% |
Bharti Airtel Ltd. | 2.09% |
Infosys Ltd. | 2.05% |
Axis Bank Ltd. | 1.99% |
Mphasis Ltd. | 1.55% |
Max Financial Services Ltd. | 1.54% |
Kotak Mahindra Bank Ltd. | 1.37% |
State Bank of India | 1.35% |
Fortis Healthcare Ltd. | 1.32% |
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