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Compare Motilal Oswal Large and Midcap Fund vs UTI Large & 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 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.72 | 1.93 |
NAV | ₹33.22 | ₹177.10 |
Fund Started | 27 Sep 2019 | 01 Aug 2005 |
Fund Size | ₹10840.40 Cr | ₹4543.64 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1% if redeemed less than 1 year |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.72
1.93
NAV
₹33.22
₹177.10
Fund Started
27 Sep 2019
01 Aug 2005
Fund Size
₹10840.40 Cr
₹4543.64 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1% if redeemed less than 1 year
Returns
1 Year | 12.31% | 6.90% |
3 Year | 34.47% | 27.09% |
5 Year | 29.99% | 28.11% |
1 Year
12.31%
6.90%
3 Year
34.47%
27.09%
5 Year
29.99%
28.11%
Holding Analysis
Equity | 98.63% | 96.15% |
Cash | 1.38% | 3.67% |
Equity
98.63%
96.15%
Cash
1.38%
3.67%
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. | 6.97% |
ICICI Bank Ltd. | 4.61% |
Infosys Ltd. | 2.68% |
ITC Ltd. | 2.66% |
Aditya Birla Capital Ltd. | 2.62% |
The Federal Bank Ltd. | 2.53% |
Indus Towers Ltd. | 2.39% |
Reliance Industries Ltd. | 2.37% |
Vedanta Ltd. | 2.28% |
Max Financial Services Ltd. | 2.24% |
Fund Manager
Name | Ajay Khandelwal | V Srivatsa |
Start Date | 16 Dec 2021 | 10 Aug 2018 |
Name
Ajay Khandelwal
V Srivatsa
Start Date
16 Dec 2021
10 Aug 2018
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 by investing predominantly in equity and equity related securities of large cap and mid cap companies. |
Launch Date | 27 Sep 2019 | 01 Aug 2005 |
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 by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Launch Date
27 Sep 2019
01 Aug 2005