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Compare LIC MF 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 | ₹200 | ₹500 |
Expense Ratio | 1.91 | 1.77 |
NAV | ₹38.14 | ₹32.14 |
Fund Started | 02 Feb 2015 | 27 Sep 2019 |
Fund Size | ₹3082.73 Cr | ₹6840.21 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹200
₹500
Expense Ratio
1.91
1.77
NAV
₹38.14
₹32.14
Fund Started
02 Feb 2015
27 Sep 2019
Fund Size
₹3082.73 Cr
₹6840.21 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 36.35% | 47.01% |
3 Year | 16.31% | 24.83% |
5 Year | 19.37% | 25.33% |
1 Year
36.35%
47.01%
3 Year
16.31%
24.83%
5 Year
19.37%
25.33%
Holding Analysis
Equity | 97.43% | 98.73% |
Cash | 2.55% | -0.11% |
Equity
97.43%
98.73%
Cash
2.55%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.80% |
HDFC Bank Ltd. | 4.76% |
Trent Ltd. | 3.57% |
Shakti Pumps (India) Ltd. | 3.27% |
Garware Hi-Tech Films Ltd. | 2.67% |
REC Ltd. | 2.65% |
Shriram Finance Ltd | 2.11% |
ZF Commercial Vehicle Control Systems India Ltd. | 2.04% |
Bharat Bijlee Ltd. | 1.99% |
Tata Consultancy Services Ltd. | 1.90% |
Name | Assets |
|---|---|
Trent Ltd. | 6.25% |
Zomato Ltd. | 5.82% |
Kalyan Jewellers India Ltd. | 5.78% |
Samvardhana Motherson International Ltd. | 4.64% |
Suzlon Energy Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.97% |
Prestige Estates Projects Ltd. | 3.95% |
Mankind Pharma Ltd. | 3.93% |
Inox Wind Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.84% |
Fund Manager
Name | Yogesh Patil | Ajay Khandelwal |
Start Date | 20 Oct 2021 | 16 Dec 2021 |
Name
Yogesh Patil
Ajay Khandelwal
Start Date
20 Oct 2021
16 Dec 2021
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 02 Feb 2015 | 27 Sep 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
02 Feb 2015
27 Sep 2019
