Compare Union Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
Union Large & Midcap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.51
1.85
NAV
₹28.98
₹38.55
Fund Started
15 Nov 2019
27 Sep 2019
Fund Size
₹965.21 Cr
₹18413.16 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
4.87%
3.86%
3 Year
12.35%
20.71%
5 Year
12.22%
17.34%
Equity
98.23%
98.69%
Cash
1.74%
1.31%
Top 10 Holdings
HDFC Bank Ltd. | 3.63% |
ICICI Bank Ltd. | 3.62% |
Reliance Industries Ltd. | 2.58% |
The Federal Bank Ltd. | 2.52% |
Bharti Airtel Ltd. | 2.46% |
Max Financial Services Ltd. | 2.29% |
Maruti Suzuki India Ltd. | 2.17% |
Shriram Finance Ltd | 2.13% |
CG Power and Industrial Solutions Ltd. | 2.08% |
Solar Industries India Ltd. | 2.04% |
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
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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
