Compare Tata Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Tata Large & Mid Cap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.83
1.79
NAV
₹544.39
₹39.56
Fund Started
25 Feb 1993
27 Sep 2019
Fund Size
₹7254.11 Cr
₹19832.31 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-10.05%
1.62%
3 Year
4.72%
18.71%
5 Year
6.90%
15.97%
Equity
95.74%
96.71%
Cash
4.26%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.40% |
State Bank of India | 5.56% |
IDFC First Bank Ltd. | 5.42% |
ICICI Bank Ltd. | 4.19% |
Varun Beverages Ltd. | 4.17% |
Bharti Airtel Ltd. | 4.06% |
Godrej Properties Ltd. | 3.82% |
Reliance Industries Ltd. | 3.76% |
SBI Cards And Payment Services Ltd. | 3.67% |
Tega Industries Ltd. | 3.48% |
Name | Assets |
|---|---|
One97 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 aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
25 Feb 1993
27 Sep 2019
