Compare Sundaram Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Sundaram Large and Mid Cap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.31
1.79
NAV
₹97.14
₹38.49
Fund Started
10 Jan 2007
27 Sep 2019
Fund Size
₹7131.29 Cr
₹19832.31 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-3.05%
-0.69%
3 Year
11.04%
18.47%
5 Year
8.53%
15.75%
Equity
96.72%
96.71%
Cash
3.28%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
Radico Khaitan Ltd. | 5.19% |
Lenskart Solutions Ltd. | 4.67% |
Eternal Ltd. | 4.11% |
MTAR Technologies Ltd. | 3.84% |
One 97 Communications Ltd. | 3.73% |
Shriram Finance Ltd | 3.73% |
Kalyan Jewellers India Ltd. | 3.41% |
Five-Star Business Finance Ltd. | 3.28% |
TD Power Systems Ltd. | 3.27% |
Ujjivan Small Finance Bank Ltd. | 3.20% |
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
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Start Date
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Description
The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large 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
10 Jan 2007
27 Sep 2019
