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Compare HDFC 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.66 | 1.74 |
NAV | ₹323.02 | ₹30.60 |
Fund Started | 06 Jan 1994 | 27 Sep 2019 |
Fund Size | ₹23379.95 Cr | ₹8712.99 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.66
1.74
NAV
₹323.02
₹30.60
Fund Started
06 Jan 1994
27 Sep 2019
Fund Size
₹23379.95 Cr
₹8712.99 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 9.48% | 14.28% |
3 Year | 19.81% | 24.85% |
5 Year | 29.59% | 29.63% |
1 Year
9.48%
14.28%
3 Year
19.81%
24.85%
5 Year
29.59%
29.63%
Holding Analysis
Equity | 98.31% | 97.50% |
Cash | 1.69% | 1.59% |
Equity
98.31%
97.50%
Cash
1.69%
1.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.34% |
ICICI Bank Ltd. | 3.98% |
Infosys Ltd. | 2.24% |
Axis Bank Ltd. | 2.00% |
Mphasis Ltd. | 1.64% |
Bharti Airtel Ltd. | 1.58% |
Kotak Mahindra Bank Ltd. | 1.56% |
Fortis Healthcare Ltd. | 1.41% |
State Bank of India | 1.39% |
Tata Consultancy Services Ltd. | 1.29% |
Name | Assets |
|---|---|
Trent Ltd. | 5.49% |
Eternal Ltd. | 5.18% |
Bharat Electronics Ltd. | 3.94% |
PTC Industries Ltd. | 3.82% |
Bharti Airtel Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.77% |
Amber Enterprises India Ltd. | 3.67% |
Suzlon Energy Ltd. | 3.51% |
Bharat Dynamics Ltd. | 3.45% |
Bajaj Finance Ltd. | 3.27% |
Fund Manager
Name | Gopal Agrawal | Ajay Khandelwal |
Start Date | 29 Jul 2022 | 16 Dec 2021 |
Name
Gopal Agrawal
Ajay Khandelwal
Start Date
29 Jul 2022
16 Dec 2021
About Fund
Description | The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 06 Jan 1994 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
06 Jan 1994
27 Sep 2019