The Best Large And Mid Cap Fund - Motilal Oswal vs HDFC vs SBI Large and Midcap Fund

In this video, we dive deep into a comparison of three popular Large & Mid-Cap funds from Motilal Oswal, HDFC, and SBI Mutual Funds. These funds offer a balanced exposure to both large-cap stability and mid-cap growth potential, making them an appealing choice for investors seeking the best of both worlds.

We analyse their investment styles, portfolio composition, turnover ratios, and performance metrics to help you make an informed decision. From assessing their market cap allocation to evaluating rolling returns and downside protection, this detailed breakdown will provide you with valuable insights into how these funds stack up against each other.

Whether you're interested in understanding which fund aligns with your investment goals or looking to learn more about their risk-return profiles, this video will equip you with the knowledge to make smarter investment choices. We won't be picking a winner, but by the end, you'll have a clear idea of which fund could best fit your portfolio.

Chapters

00:00 Introduction
02:16 Unpacking top large and mid-cap funds
09:27 Evaluating large and mid-cap fund performance

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[Josephtimothyq]

I came across your channel through this video—case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.

[Mrtitox-rdrm]

I think best is go for etf and index fund instead large and micdcap mutual funds seeing past years performance many mutual fund not able to bear etd and index fund in this category

[padmanabhshenoy]

Excellent analysis. Very insightful. Comparison by very pointed aspects make it easier to select the better of the funds compared. Motilal Oswal Large and Midcap Fund stands out.

[pswolv]

Why not include ICICI and Quant Large and midcap in comparison? they are ranked 2 and 3 on ET money

[imashwinikr]

Kindly do the analysis of JM Flexi Cap fund.

[Kriti]

Your analysis about mutual funds is always helpful 😊

[mohanraj.s]

Wow!. One of the best analysis of MFs, I ever came across. Great for investors. Kindly keep it up. 🙏👍

[SukantaSharma]

Regarding ET Money Genius - Is rebalancing a portfolio on a monthly basis truly beneficial? I'm particularly curious about their strategy, which suggests investing solely in index funds across large, mid, and small caps. While I agree that index funds are great for large caps, is the same true for mid or small caps, compared to actively managed funds in those categories? I'm aiming to invest in a goal-based manner, so as I get closer to my goal, I want to ensure my allocations shift toward more stable assets.

[swapnil]

@ETMONEY Would you suggest to directly invest in 250 LargeMidcap Index fund OR the above shared funds?

[dineshgianchandani]

Sir very nice illustration. Can you also add Bandhan core equity fund in the analysis

[akshaypansari]

Inference in the video regarding volatility looks incorrect. HDFC one should be less volatile and not more volatile.

[chintanrathod]

Data could have been represented in a better way.. The bar charts were very confusing

[Razrman]

Nice comparison but what I have noticed is ET money uses different parameters to drop the funds. In one video they do it on size of funds, in another on age, and in another basis returns. A straightforward analysis of top 5 performing funds would be easier for viewers to take a decision

[NTSVEN]

Your videos are good and offer insights. Keep it up.

[kaushikchakraborty]

Very smart and thoughtful presentation

[nilezrule]

Brother only wears Lacoste in the videos. Nice 👍

[akshukla_]

Sir what about Quant Large and mid cap fund

[primaryeducation]

Sir kindly review Bandhan core equity fund

[chandanpandya]

At one point of time and not too long ago, nobody was cut above Mirae Asset Large and Midcap.Moral : Remain invested and don't switch gears just because someone is creating YouTube content not including a fund you have been invested in.Tgese intermediaries will on one hand talk of benefit of staying invested in long term and on the other hand contradict themselves by coming up with fund performance of funds that are doing better than previously best rated funds.