Compare Samco Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Samco Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹250
₹500
Expense Ratio
3.7
1.81
NAV
₹8.74
₹37.31
Fund Started
05 Jun 2025
27 Sep 2019
Fund Size
₹98.58 Cr
₹20159.10 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-7.81%
6.38%
3 Year
-
20.80%
5 Year
-
17.24%
Equity
100.13%
97.02%
Cash
-2.82%
2.98%
Top 10 Holdings
Laurus Labs Ltd. | 7.73% |
Apar Industries Ltd. | 5.57% |
Hitachi Energy India Ltd. | 4.88% |
Adani Energy Solutions Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.41% |
Adani Power Ltd. | 4.04% |
GE Vernova T&D India Ltd | 3.78% |
Cummins India Ltd. | 3.60% |
FSN E-Commerce Ventures Ltd. | 2.84% |
Bank of Maharashtra | 2.79% |
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 generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
05 Jun 2025
27 Sep 2019
