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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 | 1.72 |
NAV | ₹82.94 | ₹32.66 |
Fund Started | 10 Jan 2007 | 27 Sep 2019 |
Fund Size | ₹6789.22 Cr | ₹12427.89 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
1.72
NAV
₹82.94
₹32.66
Fund Started
10 Jan 2007
27 Sep 2019
Fund Size
₹6789.22 Cr
₹12427.89 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 | -0.27% | 9.03% |
3 Year | 15.17% | 26.92% |
5 Year | 20.59% | 27.83% |
1 Year
-0.27%
9.03%
3 Year
15.17%
26.92%
5 Year
20.59%
27.83%
Holding Analysis
Equity | 97.40% | 99.16% |
Cash | 2.60% | 0.81% |
Equity
97.40%
99.16%
Cash
2.60%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.63% |
Reliance Industries Ltd. | 4.52% |
ICICI Bank Ltd. | 3.99% |
State Bank of India | 2.83% |
Bharti Airtel Ltd. | 2.62% |
Axis Bank Ltd. | 2.44% |
Kotak Mahindra Bank Ltd. | 2.20% |
Amber Enterprises India Ltd. | 2.06% |
UNO Minda Ltd. | 1.91% |
Larsen & Toubro Ltd. | 1.86% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
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
