Compare JM Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.38
1.69
NAV
₹9.73
₹31.50
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹399.54 Cr
₹14601.65 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-
14.92%
3 Year
-
22.43%
5 Year
-
18.61%
Equity
96.13%
99.01%
Cash
-1.03%
0.99%
Top 10 Holdings
ICICI Bank Ltd. | 4.04% |
HDFC Bank Ltd. | 3.91% |
Bharti Airtel Ltd. | 3.25% |
Reliance Industries Ltd. | 2.84% |
Bajaj Finance Ltd. | 2.72% |
Persistent Systems Ltd. | 2.69% |
Coforge Ltd. | 2.52% |
LG Electronics India Ltd. | 2.50% |
IDFC First Bank Ltd. | 2.49% |
Max Financial Services Ltd. | 2.38% |
Eternal Ltd. | 5.67% |
Multi Commodity Exchange Of India Ltd. | 5.31% |
Bharat Electronics Ltd. | 4.74% |
Billionbrains Garage Ventures Ltd. | 4.68% |
Muthoot Finance Ltd. | 4.65% |
PTC Industries Ltd. | 4.38% |
One97 Communications Ltd. | 3.95% |
Waaree Energies Ltd. | 3.94% |
TVS Motor Company Ltd. | 3.63% |
Apar Industries Ltd. | 3.60% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
04 Jul 2025
27 Sep 2019
