Compare Union Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.27 | 1.7 |
NAV | ₹25.11 | ₹31.34 |
Fund Started | 15 Nov 2019 | 27 Sep 2019 |
Fund Size | ₹943.23 Cr | ₹15055.38 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.27
1.7
NAV
₹25.11
₹31.34
Fund Started
15 Nov 2019
27 Sep 2019
Fund Size
₹943.23 Cr
₹15055.38 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 365 days.
1 Year | 4.02% | -3.68% |
3 Year | 15.20% | 22.64% |
5 Year | 14.29% | 20.16% |
1 Year
4.02%
-3.68%
3 Year
15.20%
22.64%
5 Year
14.29%
20.16%
Equity | 97.46% | 98.83% |
Cash | 2.51% | 0.53% |
Equity
97.46%
98.83%
Cash
2.51%
0.53%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 4.88% |
Reliance Industries Ltd. | 3.99% |
Bharti Airtel Ltd. | 3.04% |
ICICI Bank Ltd. | 2.90% |
The Federal Bank Ltd. | 2.81% |
Shriram Finance Ltd | 2.69% |
Larsen & Toubro Ltd. | 2.22% |
Kotak Mahindra Bank Ltd. | 2.21% |
Max Financial Services Ltd. | 2.14% |
Bharat Electronics Ltd. | 1.98% |
Eternal Ltd. | 5.59% |
Multi Commodity Exchange Of India Ltd. | 4.44% |
Muthoot Finance Ltd. | 4.40% |
One97 Communications Ltd. | 4.27% |
Bajaj Finance Ltd. | 4.16% |
PTC Industries Ltd. | 4.16% |
Bharat Electronics Ltd. | 3.81% |
Waaree Energies Ltd. | 3.71% |
TVS Motor Company Ltd. | 3.71% |
Billionbrains Garage Ventures Ltd. | 3.50% |
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Start Date | - | - |
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Start Date
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Description | The scheme seeks to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked 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 | 15 Nov 2019 | 27 Sep 2019 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked 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
15 Nov 2019
27 Sep 2019