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Compare Tata 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 | ₹100 | ₹500 |
Expense Ratio | 1.76 | 1.74 |
NAV | ₹515.52 | ₹34.94 |
Fund Started | 25 Feb 1993 | 27 Sep 2019 |
Fund Size | ₹8342.43 Cr | ₹7710.01 Cr |
Exit Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.76
1.74
NAV
₹515.52
₹34.94
Fund Started
25 Feb 1993
27 Sep 2019
Fund Size
₹8342.43 Cr
₹7710.01 Cr
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 17.86% | 48.27% |
3 Year | 17.25% | 27.86% |
5 Year | 18.63% | 27.02% |
1 Year
17.86%
48.27%
3 Year
17.25%
27.86%
5 Year
18.63%
27.02%
Holding Analysis
Equity | 94.53% | 97.07% |
Cash | 5.47% | 1.47% |
Equity
94.53%
97.07%
Cash
5.47%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.62% |
Varun Beverages Ltd. | 5.05% |
State Bank of India | 4.37% |
Reliance Industries Ltd. | 4.03% |
ICICI Bank Ltd. | 3.97% |
PI Industries Ltd. | 3.65% |
IDFC First Bank Ltd. | 3.34% |
Bharti Airtel Ltd. | 3.07% |
Fortis Healthcare Ltd. | 3.00% |
HDFC Asset Management Company Ltd. | 2.65% |
Name | Assets |
|---|---|
Zomato Ltd. | 8.12% |
Trent Ltd. | 6.47% |
Kalyan Jewellers India Ltd. | 5.38% |
Bharti Airtel Ltd. | 4.92% |
Samvardhana Motherson International Ltd. | 3.69% |
Prestige Estates Projects Ltd. | 3.60% |
Coforge Ltd. | 3.55% |
Apar Industries Ltd. | 3.46% |
Suzlon Energy Ltd. | 3.43% |
Premier Energies Ltd. | 3.35% |
Fund Manager
Name | Chandraprakash Padiyar | Ajay Khandelwal |
Start Date | 19 Oct 2018 | 16 Dec 2021 |
Name
Chandraprakash Padiyar
Ajay Khandelwal
Start Date
19 Oct 2018
16 Dec 2021
About Fund
Description | The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 25 Feb 1993 | 27 Sep 2019 |
Description
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
25 Feb 1993
27 Sep 2019
