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
2.66
1.84
NAV
₹12.78
₹39.49
Fund Started
06 Feb 2024
27 Sep 2019
Fund Size
₹2403.17 Cr
₹18413.16 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
0.06%
6.49%
3 Year
-
21.53%
5 Year
-
19.02%
Equity
98.10%
98.69%
Cash
1.60%
1.31%
Top 10 Holdings
ICICI Bank Ltd. | 5.10% |
HDFC Bank Ltd. | 4.49% |
Reliance Industries Ltd. | 3.34% |
The Federal Bank Ltd. | 3.34% |
Berger Paints India Ltd. | 3.33% |
Divi's Laboratories Ltd. | 3.11% |
Sona BLW Precision Forgings Ltd. | 3.02% |
K.P.R. Mill Ltd. | 2.94% |
Shriram Finance Ltd | 2.90% |
ITC Ltd. | 2.83% |
Eternal Ltd. | 5.05% |
CG Power and Industrial Solutions Ltd. | 5.02% |
Muthoot Finance Ltd. | 4.56% |
Shriram Finance Ltd | 4.46% |
Samvardhana Motherson International Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.27% |
Apar Industries Ltd. | 4.23% |
Suzlon Energy Ltd. | 4.17% |
PTC Industries Ltd. | 3.96% |
One97 Communications Ltd. | 3.79% |
Name
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-
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
