- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Sundaram Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.82 | 1.73 |
NAV | ₹82.68 | ₹33.47 |
Fund Started | 10 Jan 2007 | 27 Sep 2019 |
Fund Size | ₹6549.51 Cr | ₹9176.39 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.82
1.73
NAV
₹82.68
₹33.47
Fund Started
10 Jan 2007
27 Sep 2019
Fund Size
₹6549.51 Cr
₹9176.39 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 7.10% | 22.52% |
3 Year | 17.79% | 30.94% |
5 Year | 24.31% | 31.62% |
1 Year
7.10%
22.52%
3 Year
17.79%
30.94%
5 Year
24.31%
31.62%
Holding Analysis
Equity | 95.45% | 98.48% |
Cash | 4.55% | 0.12% |
Equity
95.45%
98.48%
Cash
4.55%
0.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.70% |
ICICI Bank Ltd. | 4.58% |
Reliance Industries Ltd. | 4.45% |
State Bank of India | 2.77% |
Bharti Airtel Ltd. | 2.56% |
Kotak Mahindra Bank Ltd. | 2.29% |
Infosys Ltd. | 2.29% |
Axis Bank Ltd. | 1.99% |
Alkem Laboratories Ltd. | 1.95% |
Amber Enterprises India Ltd. | 1.93% |
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% |
Fund Manager
Name | Ravi Gopalakrishnan | Ajay Khandelwal |
Start Date | 16 May 2022 | 16 Dec 2021 |
Name
Ravi Gopalakrishnan
Ajay Khandelwal
Start Date
16 May 2022
16 Dec 2021
About Fund
Description | The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 10 Jan 2007 | 27 Sep 2019 |
Description
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
10 Jan 2007
27 Sep 2019