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Compare Invesco India 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 | 1.81 | 1.74 |
NAV | ₹96.44 | ₹34.65 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹6340.05 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
₹100
₹500
Expense Ratio
1.81
1.74
NAV
₹96.44
₹34.65
Fund Started
09 Jul 2007
27 Sep 2019
Fund Size
₹6340.05 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 | 42.20% | 49.54% |
3 Year | 24.08% | 29.33% |
5 Year | 21.56% | 26.84% |
1 Year
42.20%
49.54%
3 Year
24.08%
29.33%
5 Year
21.56%
26.84%
Holding Analysis
Equity | 98.54% | 97.07% |
Cash | 1.46% | 1.47% |
Equity
98.54%
97.07%
Cash
1.46%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 4.51% |
Interglobe Aviation Ltd. | 3.58% |
ICICI Bank Ltd. | 3.44% |
Prestige Estates Projects Ltd. | 3.39% |
The Federal Bank Ltd. | 3.34% |
Dixon Technologies (India) Ltd. | 3.25% |
Cholamandalam Investment and Finance Company Ltd. | 3.15% |
Max Healthcare Institute Ltd. | 3.08% |
Coforge Ltd. | 3.08% |
HDFC Bank Ltd. | 3.01% |
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 | Amit Ganatra | Ajay Khandelwal |
Start Date | 01 Sep 2022 | 16 Dec 2021 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
01 Sep 2022
16 Dec 2021
About Fund
Description | The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 09 Jul 2007 | 27 Sep 2019 |
Description
The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
09 Jul 2007
27 Sep 2019
