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Compare JM Midcap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.99 | 1.62 |
NAV | ₹18.66 | ₹104.20 |
Fund Started | 31 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹1691.09 Cr | ₹20055.68 Cr |
Exit Load | Exit load of 1% if redeemed within 180 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.99
1.62
NAV
₹18.66
₹104.20
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1691.09 Cr
₹20055.68 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 37.75% | 56.76% |
3 Year | - | 31.90% |
5 Year | - | 31.38% |
1 Year
37.75%
56.76%
3 Year
-
31.90%
5 Year
-
31.38%
Holding Analysis
Equity | 99.08% | 97.60% |
Cash | 0.92% | 2.40% |
Equity
99.08%
97.60%
Cash
0.92%
2.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Ipca Laboratories Ltd. | 3.57% |
Max Healthcare Institute Ltd. | 3.12% |
Tata Technologies Ltd | 2.89% |
Glenmark Pharmaceuticals Ltd. | 2.64% |
Amber Enterprises India Ltd. | 2.56% |
Biocon Ltd. | 2.56% |
Fortis Healthcare Ltd. | 2.56% |
Berger Paints India Ltd. | 2.54% |
JSW Infrastructure Ltd. | 2.52% |
The Federal Bank Ltd. | 2.48% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 16 Dec 2021 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
16 Dec 2021
About Fund
Description | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 31 Oct 2022 | 03 Feb 2014 |
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
31 Oct 2022
03 Feb 2014
