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Compare LIC MF 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 | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹500 |
Expense Ratio | 2.48 | 1.58 |
NAV | ₹25.56 | ₹91.68 |
Fund Started | 05 Jan 2017 | 03 Feb 2014 |
Fund Size | ₹307.11 Cr | ₹24488.00 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹500
Expense Ratio
2.48
1.58
NAV
₹25.56
₹91.68
Fund Started
05 Jan 2017
03 Feb 2014
Fund Size
₹307.11 Cr
₹24488.00 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 10.82% | 23.59% |
3 Year | 16.42% | 28.21% |
5 Year | 17.71% | 26.25% |
1 Year
10.82%
23.59%
3 Year
16.42%
28.21%
5 Year
17.71%
26.25%
Holding Analysis
Equity | 98.24% | 75.62% |
Cash | 1.76% | 24.38% |
Equity
98.24%
75.62%
Cash
1.76%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shakti Pumps (India) Ltd. | 5.11% |
Trent Ltd. | 3.80% |
UNO Minda Ltd. | 3.26% |
The Federal Bank Ltd. | 2.64% |
SRF Ltd. | 2.58% |
The Indian Hotels Company Ltd. | 2.43% |
Bharat Electronics Ltd. | 2.42% |
Persistent Systems Ltd. | 2.29% |
Alkem Laboratories Ltd. | 2.14% |
Voltas Ltd. | 1.94% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
Fund Manager
Name | Dikshit Mittal | Ajay Khandelwal |
Start Date | 01 Dec 2022 | 16 Dec 2021 |
Name
Dikshit Mittal
Ajay Khandelwal
Start Date
01 Dec 2022
16 Dec 2021
About Fund
Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | 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 | 05 Jan 2017 | 03 Feb 2014 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
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
05 Jan 2017
03 Feb 2014
