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
1.7
NAV
₹10.16
₹37.66
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹370.29 Cr
₹13995.29 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-
17.04%
3 Year
-
26.13%
5 Year
-
21.21%
Equity
97.65%
98.86%
Cash
0.97%
1.14%
Top 10 Holdings
ICICI Bank Ltd. | 3.88% |
Reliance Industries Ltd. | 3.50% |
HDFC Bank Ltd. | 3.32% |
Bharti Airtel Ltd. | 3.18% |
LG Electronics India Ltd. | 2.66% |
Fortis Healthcare Ltd. | 2.58% |
Bajaj Finance Ltd. | 2.53% |
Max Financial Services Ltd. | 2.38% |
Torrent Pharmaceuticals Ltd. | 2.35% |
Persistent Systems Ltd. | 2.34% |
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 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
