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
-
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.69
1.81
NAV
₹10.85
₹41.17
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹464.46 Cr
₹20159.10 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
1.83%
6.38%
3 Year
-
20.80%
5 Year
-
17.24%
Equity
98.37%
97.02%
Cash
0.19%
2.98%
Top 10 Holdings
ICICI Bank Ltd. | 3.47% |
Bajaj Finance Ltd. | 2.66% |
One97 Communications Ltd. | 2.63% |
HDFC Bank Ltd. | 2.56% |
Coforge Ltd. | 2.38% |
State Bank of India | 2.28% |
Torrent Pharmaceuticals Ltd. | 2.25% |
Shriram Finance Ltd | 2.20% |
Bharti Airtel Ltd. | 2.17% |
Radico Khaitan Ltd. | 2.08% |
One97 Communications Ltd. | 6.15% |
Eternal Ltd. | 5.37% |
Shriram Finance Ltd | 4.81% |
PTC Industries Ltd. | 4.68% |
Multi Commodity Exchange Of India Ltd. | 4.67% |
Gujarat Fluorochemicals Ltd. | 4.26% |
Muthoot Finance Ltd. | 4.23% |
Apar Industries Ltd. | 4.03% |
Premier Energies Ltd. | 3.68% |
Ather Energy Ltd. | 3.56% |
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
