Compare JM Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
JM Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.64
1.84
NAV
₹10.45
₹35.49
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹435.38 Cr
₹18413.16 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-
5.00%
3 Year
-
21.29%
5 Year
-
17.88%
Equity
98.35%
98.69%
Cash
1.65%
1.31%
Top 10 Holdings
ICICI Bank Ltd. | 3.51% |
HDFC Bank Ltd. | 3.08% |
Bajaj Finance Ltd. | 2.70% |
Fortis Healthcare Ltd. | 2.64% |
Bharti Airtel Ltd. | 2.36% |
Reliance Industries Ltd. | 2.34% |
Shriram Finance Ltd | 2.20% |
Torrent Pharmaceuticals Ltd. | 2.19% |
Max Financial Services Ltd. | 2.15% |
JSW Energy Ltd. | 2.06% |
Eternal Ltd. | 5.05% |
CG Power and Industrial Solutions Ltd. | 5.02% |
Muthoot Finance Ltd. | 4.56% |
Shriram Finance Ltd | 4.46% |
Samvardhana Motherson International Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.27% |
Apar Industries Ltd. | 4.23% |
Suzlon Energy Ltd. | 4.17% |
PTC Industries Ltd. | 3.96% |
One97 Communications Ltd. | 3.79% |
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
