Compare JM Midcap Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.21
1.6
NAV
₹18.31
₹90.47
Fund Started
31 Oct 2022
03 Feb 2014
Fund Size
₹1133.76 Cr
₹31046.66 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
10.68%
4.29%
3 Year
22.68%
22.44%
5 Year
-
22.49%
Equity
97.67%
95.99%
Cash
0.80%
4.01%
Top 10 Holdings
JK Cement Ltd. | 3.71% |
Godfrey Phillips India Ltd. | 3.68% |
Hero Motocorp Ltd. | 3.53% |
Mahindra & Mahindra Financial Services Ltd. | 3.42% |
Glenmark Pharmaceuticals Ltd. | 3.40% |
Bharat Forge Ltd. | 3.36% |
Tube Investments Of India Ltd. | 3.28% |
Indian Bank | 3.23% |
Marico Ltd. | 2.98% |
Bank of Maharashtra | 2.75% |
Kalyan Jewellers India Ltd. | 7.44% |
One97 Communications Ltd. | 7.34% |
Persistent Systems Ltd. | 6.33% |
Eternal Ltd. | 6.22% |
Coforge Ltd. | 6.13% |
Bharti Airtel Ltd. | 5.44% |
Kei Industries Ltd. | 5.24% |
Aditya Birla Capital Ltd. | 5.03% |
Billionbrains Garage Ventures Ltd. | 4.20% |
Multi Commodity Exchange Of India Ltd. | 4.09% |
Name
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Start Date
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Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
31 Oct 2022
03 Feb 2014
