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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 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.73 | 1.95 |
NAV | ₹31.44 | ₹165.85 |
Fund Started | 27 Sep 2019 | 01 Aug 2005 |
Fund Size | ₹9001.07 Cr | ₹4134.14 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed less than 1 year |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.73
1.95
NAV
₹31.44
₹165.85
Fund Started
27 Sep 2019
01 Aug 2005
Fund Size
₹9001.07 Cr
₹4134.14 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed less than 1 year
Returns
1 Year | 26.71% | 18.27% |
3 Year | 20.93% | 17.05% |
5 Year | 23.52% | 21.19% |
1 Year
26.71%
18.27%
3 Year
20.93%
17.05%
5 Year
23.52%
21.19%
Holding Analysis
Equity | 98.82% | 94.17% |
Cash | 1.18% | 5.70% |
Equity
98.82%
94.17%
Cash
1.18%
5.70%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.42% |
ICICI Bank Ltd. | 4.58% |
ITC Ltd. | 3.66% |
Infosys Ltd. | 3.45% |
Vedanta Ltd. | 2.43% |
The Federal Bank Ltd. | 2.39% |
Dalmia Bharat Ltd. | 2.11% |
Aditya Birla Capital Ltd. | 2.09% |
Oracle Financial Services Software Ltd. | 2.07% |
Indus Towers Ltd. | 2.06% |
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
