Compare The Wealth Company Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
The Wealth Company Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹250
₹500
Expense Ratio
6.54
1.85
NAV
₹10.25
₹38.55
Fund Started
21 May 2026
27 Sep 2019
Fund Size
₹93.61 Cr
₹18413.16 Cr
Exit Load
Exit load of 1%, if redeemed within 120 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-
3.86%
3 Year
-
20.71%
5 Year
-
17.34%
Equity
93.71%
98.69%
Cash
3.98%
1.31%
Top 10 Holdings
ICICI Bank Ltd. | 5.19% |
Bajaj Finance Ltd. | 3.01% |
BSE Ltd. | 2.96% |
HDFC Bank Ltd. | 2.81% |
Larsen & Toubro Ltd. | 2.74% |
Billionbrains Garage Ventures Ltd. | 2.70% |
Max Healthcare Institute Ltd. | 2.59% |
Aurobindo Pharma Ltd. | 2.38% |
Balkrishna Industries Ltd. | 2.33% |
Bank Of Baroda | 2.33% |
Eternal Ltd. | 5.05% |
CG Power and Industrial Solutions Ltd. | 5.02% |
Muthoot Finance Ltd. | 4.56% |
Shriram Finance Ltd | 4.46% |
Samvardhana Motherson International Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.27% |
Apar Industries Ltd. | 4.23% |
Suzlon Energy Ltd. | 4.17% |
PTC Industries Ltd. | 3.96% |
One97 Communications Ltd. | 3.79% |
Name
-
-
Start Date
-
-
Description
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap 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
21 May 2026
27 Sep 2019
