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Compare Edelweiss 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 | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.87 | 1.74 |
NAV | ₹86.45 | ₹34.89 |
Fund Started | 19 Apr 2007 | 27 Sep 2019 |
Fund Size | ₹3745.21 Cr | ₹7710.01 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.87
1.74
NAV
₹86.45
₹34.89
Fund Started
19 Apr 2007
27 Sep 2019
Fund Size
₹3745.21 Cr
₹7710.01 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 25.84% | 47.90% |
3 Year | 18.59% | 28.33% |
5 Year | 21.25% | 26.88% |
1 Year
25.84%
47.90%
3 Year
18.59%
28.33%
5 Year
21.25%
26.88%
Holding Analysis
Equity | 98.18% | 97.07% |
Cash | -0.08% | 1.47% |
Equity
98.18%
97.07%
Cash
-0.08%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.96% |
ICICI Bank Ltd. | 3.20% |
Dixon Technologies (India) Ltd. | 2.62% |
Persistent Systems Ltd. | 2.49% |
The Federal Bank Ltd. | 2.04% |
State Bank of India | 2.02% |
Trent Ltd. | 1.99% |
Zomato Ltd. | 1.98% |
Bharat Electronics Ltd. | 1.87% |
Larsen & Toubro Ltd. | 1.84% |
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 | Trideep Bhattacharya | Ajay Khandelwal |
Start Date | 01 Oct 2021 | 16 Dec 2021 |
Name
Trideep Bhattacharya
Ajay Khandelwal
Start Date
01 Oct 2021
16 Dec 2021
About Fund
Description | The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 19 Apr 2007 | 27 Sep 2019 |
Description
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
19 Apr 2007
27 Sep 2019
