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
2.21
2.15
NAV
₹12.19
₹38.72
Fund Started
06 Feb 2024
27 Sep 2019
Fund Size
₹2304.00 Cr
₹16776.57 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
-2.50%
4.66%
3 Year
-
24.03%
5 Year
-
19.56%
Equity
97.87%
97.38%
Cash
1.18%
2.62%
Top 10 Holdings
ICICI Bank Ltd. | 4.65% |
HDFC Bank Ltd. | 3.94% |
The Federal Bank Ltd. | 3.44% |
Divi's Laboratories Ltd. | 3.21% |
Dalmia Bharat Ltd. | 3.06% |
Schaeffler India Ltd. | 2.80% |
Shriram Finance Ltd | 2.72% |
UNO Minda Ltd. | 2.56% |
State Bank of India | 2.56% |
Berger Paints India Ltd. | 2.46% |
Multi Commodity Exchange Of India Ltd. | 5.25% |
CG Power and Industrial Solutions Ltd. | 5.18% |
Eternal Ltd. | 5.07% |
Muthoot Finance Ltd. | 5.05% |
Billionbrains Garage Ventures Ltd. | 4.61% |
Shriram Finance Ltd | 4.31% |
Apar Industries Ltd. | 4.19% |
Waaree Energies Ltd. | 3.98% |
Onesource Specialty Pharma Ltd. | 3.95% |
PTC Industries Ltd. | 3.95% |
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
