Compare Samco Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹250 | ₹500 |
Expense Ratio | 2.39 | 1.67 |
NAV | ₹9.07 | ₹32.38 |
Fund Started | 05 Jun 2025 | 27 Sep 2019 |
Fund Size | ₹137.88 Cr | ₹15055.38 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹250
₹500
Expense Ratio
2.39
1.67
NAV
₹9.07
₹32.38
Fund Started
05 Jun 2025
27 Sep 2019
Fund Size
₹137.88 Cr
₹15055.38 Cr
Exit Load
Exit load of 1%, if redeemed within 30 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 | 94.36% | 98.83% |
Cash | -21.55% | 0.53% |
Equity
94.36%
98.83%
Cash
-21.55%
0.53%
Top 10 Holdings |
|
|
Top 10 Holdings
Max Financial Services Ltd. | 6.06% |
Muthoot Finance Ltd. | 5.92% |
Maruti Suzuki India Ltd. | 4.82% |
One97 Communications Ltd. | 4.68% |
Eicher Motors Ltd. | 4.68% |
Indian Bank | 4.63% |
Bajaj Finance Ltd. | 3.69% |
Bharti Airtel Ltd. | 3.45% |
Aditya Birla Capital Ltd. | 3.17% |
Hyundai Motor India Ltd. | 3.06% |
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 | Umeshkumar Mehta | - |
Start Date | 14 Nov 2025 | - |
Name
Umeshkumar Mehta
-
Start Date
14 Nov 2025
-
Description | The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 05 Jun 2025 | 27 Sep 2019 |
Description
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
05 Jun 2025
27 Sep 2019