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Home > Mutual Funds > Compare > JM Midcap Fund vs Motilal Oswal Midcap Fund

Compare JM Midcap Fund vs Motilal Oswal Midcap Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

​
Equity
Mid Cap
Invest now
​
Equity
Mid Cap
5.0
Invest now

Fund Details

Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.08
1.58
NAV
₹18.17
₹100.36
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1426.69 Cr
₹26421.09 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

2.08
1.58

NAV

₹18.17
₹100.36

Fund Started

31 Oct 2022
03 Feb 2014

Fund Size

₹1426.69 Cr
₹26421.09 Cr

Exit Load

Exit load of 1% if redeemed within 180 days.
Exit load of 1% if redeemed within 1 year.

Returns

1 Year
20.40%
33.55%
3 Year
-
28.00%
5 Year
-
29.91%

1 Year

20.40%
33.55%

3 Year

-
28.00%

5 Year

-
29.91%

Holding Analysis

Equity
99.44%
90.80%
Cash
0.56%
9.20%

Equity

99.44%
90.80%

Cash

0.56%
9.20%

Top Holdings

Top 10 Holdings
Name
Assets
Biocon Ltd.
2.95%
The Federal Bank Ltd.
2.93%
Max Healthcare Institute Ltd.
2.91%
Tata Technologies Ltd
2.60%
Fortis Healthcare Ltd.
2.59%
Amber Enterprises India Ltd.
2.56%
JSW Infrastructure Ltd.
2.49%
Ipca Laboratories Ltd.
2.44%
Exide Industries Ltd.
2.40%
JK Cement Ltd.
2.35%
Name
Assets
Coforge Ltd.
9.86%
Kalyan Jewellers India Ltd.
9.64%
Polycab India Ltd.
8.95%
Trent Ltd.
8.09%
Persistent Systems Ltd.
7.94%
JIO Financial Services Ltd.
5.14%
Mahindra & Mahindra Ltd.
3.98%
Oracle Financial Services Software Ltd.
3.86%
One97 Communications Ltd.
3.85%
Voltas Ltd.
3.39%

Top 10 Holdings

Name
Assets
Biocon Ltd.
2.95%
The Federal Bank Ltd.
2.93%
Max Healthcare Institute Ltd.
2.91%
Tata Technologies Ltd
2.60%
Fortis Healthcare Ltd.
2.59%
Amber Enterprises India Ltd.
2.56%
JSW Infrastructure Ltd.
2.49%
Ipca Laboratories Ltd.
2.44%
Exide Industries Ltd.
2.40%
JK Cement Ltd.
2.35%
Name
Assets
Coforge Ltd.
9.86%
Kalyan Jewellers India Ltd.
9.64%
Polycab India Ltd.
8.95%
Trent Ltd.
8.09%
Persistent Systems Ltd.
7.94%
JIO Financial Services Ltd.
5.14%
Mahindra & Mahindra Ltd.
3.98%
Oracle Financial Services Software Ltd.
3.86%
One97 Communications Ltd.
3.85%
Voltas Ltd.
3.39%

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