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
2.42
2.15
NAV
₹10.09
₹38.72
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹419.16 Cr
₹16776.57 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-
4.66%
3 Year
-
24.03%
5 Year
-
19.56%
Equity
97.36%
97.38%
Cash
0.77%
2.62%
Top 10 Holdings
Reliance Industries Ltd. | 3.55% |
ICICI Bank Ltd. | 3.35% |
HDFC Bank Ltd. | 3.09% |
Bharti Airtel Ltd. | 2.75% |
Fortis Healthcare Ltd. | 2.64% |
Bajaj Finance Ltd. | 2.62% |
LG Electronics India Ltd. | 2.60% |
Shriram Finance Ltd | 2.30% |
Max Financial Services Ltd. | 2.23% |
BSE Ltd. | 2.16% |
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 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
