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Compare UTI Large & 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 | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.88 | 1.73 |
NAV | ₹175.38 | ₹32.56 |
Fund Started | 01 Aug 2005 | 27 Sep 2019 |
Fund Size | ₹4349.32 Cr | ₹9176.39 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
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.88
1.73
NAV
₹175.38
₹32.56
Fund Started
01 Aug 2005
27 Sep 2019
Fund Size
₹4349.32 Cr
₹9176.39 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 14.65% | 20.46% |
3 Year | 25.25% | 31.71% |
5 Year | 30.49% | 31.72% |
1 Year
14.65%
20.46%
3 Year
25.25%
31.71%
5 Year
30.49%
31.72%
Holding Analysis
Equity | 94.80% | 98.48% |
Cash | 5.02% | 0.12% |
Equity
94.80%
98.48%
Cash
5.02%
0.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.25% |
ICICI Bank Ltd. | 4.75% |
ITC Ltd. | 3.06% |
Indus Towers Ltd. | 2.60% |
The Federal Bank Ltd. | 2.57% |
Aditya Birla Capital Ltd. | 2.56% |
Vedanta Ltd. | 2.29% |
Infosys Ltd. | 2.20% |
Interglobe Aviation Ltd. | 2.19% |
Max Financial Services Ltd. | 2.13% |
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 | V Srivatsa | Ajay Khandelwal |
Start Date | 10 Aug 2018 | 16 Dec 2021 |
Name
V Srivatsa
Ajay Khandelwal
Start Date
10 Aug 2018
16 Dec 2021
About Fund
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