- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Sundaram Large and 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 | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.8 | 1.73 |
NAV | ₹80.23 | ₹31.44 |
Fund Started | 10 Jan 2007 | 27 Sep 2019 |
Fund Size | ₹6912.94 Cr | ₹9001.07 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.8
1.73
NAV
₹80.23
₹31.44
Fund Started
10 Jan 2007
27 Sep 2019
Fund Size
₹6912.94 Cr
₹9001.07 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 12.04% | 26.71% |
3 Year | 10.79% | 20.93% |
5 Year | 17.88% | 23.52% |
1 Year
12.04%
26.71%
3 Year
10.79%
20.93%
5 Year
17.88%
23.52%
Holding Analysis
Equity | 95.18% | 98.82% |
Cash | 4.82% | 1.18% |
Equity
95.18%
98.82%
Cash
4.82%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.04% |
ICICI Bank Ltd. | 4.18% |
Reliance Industries Ltd. | 2.99% |
Zomato Ltd. | 2.81% |
State Bank of India | 2.79% |
Infosys Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.23% |
Bharti Airtel Ltd. | 2.12% |
UNO Minda Ltd. | 1.85% |
Persistent Systems Ltd. | 1.77% |
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
Fund Manager
Name | Ravi Gopalakrishnan | Ajay Khandelwal |
Start Date | 16 May 2022 | 16 Dec 2021 |
Name
Ravi Gopalakrishnan
Ajay Khandelwal
Start Date
16 May 2022
16 Dec 2021
About Fund
Description | The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large 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 | 10 Jan 2007 | 27 Sep 2019 |
Description
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large 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
10 Jan 2007
27 Sep 2019
