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
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.92
1.85
NAV
₹200.40
₹38.55
Fund Started
01 Aug 2005
27 Sep 2019
Fund Size
₹6217.83 Cr
₹18413.16 Cr
Exit Load
Exit load of 1% if redeemed less than 1 year
Exit load of 1%, if redeemed within 365 days.
1 Year
3.84%
3.86%
3 Year
15.96%
20.71%
5 Year
14.63%
17.34%
Equity
95.41%
98.69%
Cash
4.46%
1.31%
Top 10 Holdings
HDFC Bank Ltd. | 5.49% |
ICICI Bank Ltd. | 3.57% |
Larsen & Toubro Ltd. | 2.90% |
State Bank of India | 2.65% |
ITC Ltd. | 2.65% |
Bharti Airtel Ltd. | 2.65% |
Aurobindo Pharma Ltd. | 2.49% |
Infosys Ltd. | 2.47% |
Aditya Birla Capital Ltd. | 2.45% |
Power Grid Corporation Of India Ltd. | 2.42% |
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 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
