Compare JM Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
JM Large & Mid Cap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.72
1.79
NAV
₹10.90
₹40.58
Fund Started
04 Jul 2025
27 Sep 2019
Fund Size
₹447.90 Cr
₹19832.31 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
1.54%
5.32%
3 Year
-
20.77%
5 Year
-
16.80%
Equity
97.89%
96.71%
Cash
2.11%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 3.28% |
One 97 Communications Ltd. | 2.67% |
HDFC Bank Ltd. | 2.66% |
Bajaj Finance Ltd. | 2.51% |
Torrent Pharmaceuticals Ltd. | 2.21% |
Bharti Airtel Ltd. | 2.18% |
LG Electronics India Ltd. | 2.17% |
State Bank of India | 2.14% |
Radico Khaitan Ltd. | 2.10% |
Shriram Finance Ltd | 2.02% |
Name | Assets |
|---|---|
One 97 Communications Ltd. | 6.11% |
Eternal Ltd. | 4.95% |
PTC Industries Ltd. | 4.73% |
Multi Commodity Exchange Of India Ltd. | 4.60% |
Sterlite Technologies Ltd. | 4.32% |
Shriram Finance Ltd | 4.13% |
Muthoot Finance Ltd. | 4.04% |
Apar Industries Ltd. | 4.02% |
Gujarat Fluorochemicals Ltd. | 3.99% |
GE Vernova T&D India Ltd | 3.15% |
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
