Compare UTI Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
UTI Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.95
1.81
NAV
₹197.60
₹41.17
Fund Started
01 Aug 2005
27 Sep 2019
Fund Size
₹6514.49 Cr
₹20159.10 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1%, if redeemed within 365 days.
1 Year
0.51%
6.38%
3 Year
13.34%
20.80%
5 Year
13.01%
17.24%
Equity
94.95%
97.02%
Cash
4.54%
2.98%
Top 10 Holdings
HDFC Bank Ltd. | 5.23% |
ICICI Bank Ltd. | 4.78% |
Reliance Industries Ltd. | 3.72% |
State Bank of India | 3.07% |
Infosys Ltd. | 3.05% |
Larsen & Toubro Ltd. | 2.82% |
Aurobindo Pharma Ltd. | 2.58% |
ITC Ltd. | 2.46% |
Aditya Birla Capital Ltd. | 2.34% |
Bharti Airtel Ltd. | 2.18% |
One97 Communications Ltd. | 6.15% |
Eternal Ltd. | 5.37% |
Shriram Finance Ltd | 4.81% |
PTC Industries Ltd. | 4.68% |
Multi Commodity Exchange Of India Ltd. | 4.67% |
Gujarat Fluorochemicals Ltd. | 4.26% |
Muthoot Finance Ltd. | 4.23% |
Apar Industries Ltd. | 4.03% |
Premier Energies Ltd. | 3.68% |
Ather Energy Ltd. | 3.56% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation 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
01 Aug 2005
27 Sep 2019
