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Compare Mahindra Manulife 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 | ₹500 | ₹500 |
Expense Ratio | 1.95 | 1.77 |
NAV | ₹25.86 | ₹31.98 |
Fund Started | 06 Dec 2019 | 27 Sep 2019 |
Fund Size | ₹2513.93 Cr | ₹6840.21 Cr |
Exit Load | Exit load of 1%, if redeemed 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
₹500
₹500
Expense Ratio
1.95
1.77
NAV
₹25.86
₹31.98
Fund Started
06 Dec 2019
27 Sep 2019
Fund Size
₹2513.93 Cr
₹6840.21 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 22.78% | 46.12% |
3 Year | 13.97% | 23.40% |
5 Year | - | 25.01% |
1 Year
22.78%
46.12%
3 Year
13.97%
23.40%
5 Year
-
25.01%
Holding Analysis
Equity | 93.49% | 98.73% |
Cash | 6.51% | -0.11% |
Equity
93.49%
98.73%
Cash
6.51%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.72% |
Reliance Industries Ltd. | 4.01% |
PI Industries Ltd. | 2.73% |
Hindustan Unilever Ltd. | 2.72% |
Persistent Systems Ltd. | 2.69% |
Trent Ltd. | 2.42% |
Divi's Laboratories Ltd. | 2.42% |
ICICI Bank Ltd. | 2.31% |
BSE Ltd. | 2.16% |
Bharat Forge Ltd. | 2.15% |
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 | Manish Lodha | Ajay Khandelwal |
Start Date | 21 Dec 2020 | 16 Dec 2021 |
Name
Manish Lodha
Ajay Khandelwal
Start Date
21 Dec 2020
16 Dec 2021
About Fund
Description | The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 06 Dec 2019 | 27 Sep 2019 |
Description
The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
06 Dec 2019
27 Sep 2019
