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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 | ₹328.44 | ₹34.89 |
Fund Started | 06 Jan 1994 | 27 Sep 2019 |
Fund Size | ₹23988.97 Cr | ₹7710.01 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.66
1.74
NAV
₹328.44
₹34.89
Fund Started
06 Jan 1994
27 Sep 2019
Fund Size
₹23988.97 Cr
₹7710.01 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 21.36% | 47.90% |
3 Year | 21.91% | 28.33% |
5 Year | 23.22% | 26.88% |
1 Year
21.36%
47.90%
3 Year
21.91%
28.33%
5 Year
23.22%
26.88%
Holding Analysis
Equity | 98.62% | 97.07% |
Cash | 1.38% | 1.47% |
Equity
98.62%
97.07%
Cash
1.38%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.12% |
ICICI Bank Ltd. | 3.74% |
Infosys Ltd. | 2.58% |
Axis Bank Ltd. | 2.01% |
Mphasis Ltd. | 1.91% |
Indusind Bank Ltd. | 1.56% |
Tata Consultancy Services Ltd. | 1.49% |
State Bank of India | 1.47% |
Bharti Airtel Ltd. | 1.45% |
Lupin Ltd. | 1.30% |
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 | 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
