Compare UTI Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.87 | 1.69 |
NAV | ₹184.77 | ₹32.59 |
Fund Started | 01 Aug 2005 | 27 Sep 2019 |
Fund Size | ₹5498.45 Cr | ₹15146.47 Cr |
Exit Load | Exit load of 1% if redeemed less than 1 year | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.87
1.69
NAV
₹184.77
₹32.59
Fund Started
01 Aug 2005
27 Sep 2019
Fund Size
₹5498.45 Cr
₹15146.47 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1%, if redeemed within 365 days.
1 Year | 1.69% | -7.58% |
3 Year | 21.32% | 23.82% |
5 Year | 21.82% | 22.89% |
1 Year
1.69%
-7.58%
3 Year
21.32%
23.82%
5 Year
21.82%
22.89%
Equity | 96.48% | 98.59% |
Cash | 3.38% | 1.41% |
Equity
96.48%
98.59%
Cash
3.38%
1.41%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 5.59% |
ICICI Bank Ltd. | 3.61% |
Infosys Ltd. | 3.59% |
Reliance Industries Ltd. | 3.18% |
The Federal Bank Ltd. | 2.74% |
ITC Ltd. | 2.62% |
Vedanta Ltd. | 2.47% |
Aditya Birla Capital Ltd. | 2.41% |
Wipro Ltd. | 2.39% |
Indus Towers Ltd. | 2.24% |
Eternal Ltd. | 6.00% |
Bajaj Finance Ltd. | 4.35% |
PTC Industries Ltd. | 4.05% |
Muthoot Finance Ltd. | 3.96% |
Bharat Electronics Ltd. | 3.81% |
CG Power and Industrial Solutions Ltd. | 3.51% |
TVS Motor Company Ltd. | 3.50% |
Multi Commodity Exchange Of India Ltd. | 3.44% |
Apar Industries Ltd. | 3.43% |
One97 Communications Ltd. | 3.40% |
Name | V Srivatsa | Ajay Khandelwal |
Start Date | 10 Aug 2018 | 25 Jul 2025 |
Name
V Srivatsa
Ajay Khandelwal
Start Date
10 Aug 2018
25 Jul 2025
Description | 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. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 01 Aug 2005 | 27 Sep 2019 |
Description
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.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
01 Aug 2005
27 Sep 2019