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 analyze 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
#BestLargeandmidcapFund #LargeandMidcapFund
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