Compare Bajaj Finserv Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.04
1.69
NAV
₹12.43
₹38.20
Fund Started
06 Feb 2024
27 Sep 2019
Fund Size
₹2081.69 Cr
₹13995.29 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.
Exit load of 1%, if redeemed within 365 days.
1 Year
4.78%
15.24%
3 Year
-
26.54%
5 Year
-
21.71%
Equity
99.46%
98.86%
Cash
0.50%
1.14%
Top 10 Holdings
ICICI Bank Ltd. | 4.52% |
HDFC Bank Ltd. | 4.13% |
The Federal Bank Ltd. | 3.28% |
Dalmia Bharat Ltd. | 3.16% |
Divi's Laboratories Ltd. | 3.15% |
Indus Towers Ltd. | 3.13% |
Coal India Ltd. | 3.01% |
Titan Company Ltd. | 2.93% |
Schaeffler India Ltd. | 2.89% |
Shriram Finance Ltd | 2.80% |
Eternal Ltd. | 5.53% |
Muthoot Finance Ltd. | 5.49% |
Multi Commodity Exchange Of India Ltd. | 5.23% |
CG Power and Industrial Solutions Ltd. | 5.00% |
Waaree Energies Ltd. | 4.76% |
Shriram Finance Ltd | 4.60% |
PTC Industries Ltd. | 4.32% |
Bharat Electronics Ltd. | 4.32% |
Apar Industries Ltd. | 4.24% |
Billionbrains Garage Ventures Ltd. | 4.18% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other 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
06 Feb 2024
27 Sep 2019
