Compare Invesco India Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.81 | 1.77 |
NAV | ₹89.78 | ₹31.29 |
Fund Started | 09 Jul 2007 | 27 Sep 2019 |
Fund Size | ₹6148.65 Cr | ₹6840.21 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 | 40.81% | 43.60% |
3 Year | 18.13% | 21.49% |
5 Year | 20.09% | 24.54% |
Holding Analysis
Equity | 99.07% | 98.73% |
Cash | 0.93% | -0.11% |
Top Holdings
Top 10 Holdings |
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Fund Manager
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 |
