Compare JM Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.34 | 1.67 |
NAV | ₹10.24 | ₹32.38 |
Fund Started | 04 Jul 2025 | 27 Sep 2019 |
Fund Size | ₹394.58 Cr | ₹15055.38 Cr |
Exit Load | Exit load of 1%, if redeemed within 180 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.34
1.67
NAV
₹10.24
₹32.38
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹394.58 Cr
₹15055.38 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year | - | -0.18% |
3 Year | - | 23.89% |
5 Year | - | 21.20% |
1 Year
-
-0.18%
3 Year
-
23.89%
5 Year
-
21.20%
Equity | 96.95% | 98.83% |
Cash | 0.43% | 0.53% |
Equity
96.95%
98.83%
Cash
0.43%
0.53%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 4.29% |
ICICI Bank Ltd. | 4.19% |
Bharti Airtel Ltd. | 3.52% |
Persistent Systems Ltd. | 3.38% |
Coforge Ltd. | 3.24% |
Bajaj Finance Ltd. | 2.55% |
LG Electronics India Ltd. | 2.52% |
One97 Communications Ltd. | 2.36% |
BSE Ltd. | 2.35% |
Max Financial Services Ltd. | 2.29% |
Eternal Ltd. | 5.59% |
Multi Commodity Exchange Of India Ltd. | 4.44% |
Muthoot Finance Ltd. | 4.40% |
One97 Communications Ltd. | 4.27% |
Bajaj Finance Ltd. | 4.16% |
PTC Industries Ltd. | 4.16% |
Bharat Electronics Ltd. | 3.81% |
Waaree Energies Ltd. | 3.71% |
TVS Motor Company Ltd. | 3.71% |
Billionbrains Garage Ventures Ltd. | 3.50% |
Name | Asit Bhandarkar | - |
Start Date | 04 Jul 2025 | - |
Name
Asit Bhandarkar
-
Start Date
04 Jul 2025
-
Description | The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly 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 | 04 Jul 2025 | 27 Sep 2019 |
Description
The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly 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
04 Jul 2025
27 Sep 2019