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Compare Bank of India Large & Mid Cap Equity 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 | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 2.3 | 1.74 |
NAV | ₹87.07 | ₹34.94 |
Fund Started | 04 Sep 2008 | 27 Sep 2019 |
Fund Size | ₹374.46 Cr | ₹7710.01 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.3
1.74
NAV
₹87.07
₹34.94
Fund Started
04 Sep 2008
27 Sep 2019
Fund Size
₹374.46 Cr
₹7710.01 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 19.81% | 48.27% |
3 Year | 16.67% | 27.86% |
5 Year | 19.52% | 27.02% |
1 Year
19.81%
48.27%
3 Year
16.67%
27.86%
5 Year
19.52%
27.02%
Holding Analysis
Equity | 96.84% | 97.07% |
Cash | 3.12% | 1.47% |
Equity
96.84%
97.07%
Cash
3.12%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.30% |
Tata Consultancy Services Ltd. | 3.94% |
State Bank of India | 3.85% |
Larsen & Toubro Ltd. | 3.70% |
Indus Towers Ltd. | 3.17% |
Reliance Industries Ltd. | 3.00% |
Indian Bank | 2.98% |
Vedanta Ltd. | 2.85% |
Tata Technologies Ltd | 2.50% |
Hero Motocorp Ltd. | 2.33% |
Name | Assets |
|---|---|
Zomato Ltd. | 8.12% |
Trent Ltd. | 6.47% |
Kalyan Jewellers India Ltd. | 5.38% |
Bharti Airtel Ltd. | 4.92% |
Samvardhana Motherson International Ltd. | 3.69% |
Prestige Estates Projects Ltd. | 3.60% |
Coforge Ltd. | 3.55% |
Apar Industries Ltd. | 3.46% |
Suzlon Energy Ltd. | 3.43% |
Premier Energies Ltd. | 3.35% |
Fund Manager
Name | Nitin Gosar | Ajay Khandelwal |
Start Date | 10 Feb 2023 | 16 Dec 2021 |
Name
Nitin Gosar
Ajay Khandelwal
Start Date
10 Feb 2023
16 Dec 2021
About Fund
Description | The scheme aims at income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity-related securities including equity derivatives. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 04 Sep 2008 | 27 Sep 2019 |
Description
The scheme aims at income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity-related securities including equity derivatives.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
04 Sep 2008
27 Sep 2019
