Compare Bajaj Finserv Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Bajaj Finserv Large & Mid Cap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.59
1.81
NAV
₹11.85
₹37.94
Fund Started
06 Feb 2024
27 Sep 2019
Fund Size
₹2323.68 Cr
₹19832.31 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
-6.87%
-2.10%
3 Year
-
17.89%
5 Year
-
15.65%
Equity
98.11%
96.71%
Cash
1.60%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.25% |
ICICI Bank Ltd. | 5.37% |
Divi's Laboratories Ltd. | 4.07% |
Sona BLW Precision Forgings Ltd. | 3.28% |
Reliance Industries Ltd. | 3.17% |
ITC Ltd. | 2.68% |
State Bank of India | 2.66% |
Tata Steel Ltd. | 2.59% |
K.P.R. Mill Ltd. | 2.51% |
Vedanta Aluminium Metal Ltd. | 2.42% |
Name | Assets |
|---|---|
One 97 Communications Ltd. | 6.11% |
Eternal Ltd. | 4.95% |
PTC Industries Ltd. | 4.73% |
Multi Commodity Exchange Of India Ltd. | 4.60% |
Sterlite Technologies Ltd. | 4.32% |
Shriram Finance Ltd | 4.13% |
Muthoot Finance Ltd. | 4.04% |
Apar Industries Ltd. | 4.02% |
Gujarat Fluorochemicals Ltd. | 3.99% |
GE Vernova T&D India Ltd | 3.15% |
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
