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Motilal Oswal Large and Midcap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34065 Cr | ₹13778 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 May 2005 | 17 Oct 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 25% | 70% |
| Expense Ratio | 1.6 | 1.73 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01305 | INF247L01965 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 2.64% | 1.09% |
| 6 Month | 9.92% | 17.96% |
| 1 Year | 7.45% | 7.49% |
| 3 Year | 16.58% | 27% |
| 5 Year | 23.44% | 27.76% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 3.99% | 4.35% |
| 1 Year | 16.18% | 21.68% |
| 3 Year | 16.5% | 25.81% |
| 5 Year | 17.29% | 24.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 14.02% | 26.13% |
| 3 Year | 15.11% | 26.08% |
| 5 Year | 15.09% | 27.91% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.75% | 18.32% |
| Sharp | 0.91% | 1.08% |
| Beta | 0.81% | 1.14% |
| Alpha | 0.45% | 6.11% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.99 | 10.93 |
| Large Cap | 42.53 | 27.98 |
| Small Cap | 14.3 | 21.79 |
| Mid Cap | 38.18 | 39.3 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.99 | 1.03 |
| Petroleum Products | 4.25 | - |
| IT - Software | 3.62 | - |
| Pharmaceuticals & Biotechnology | 12.12 | - |
| Cement & Cement Products | 4.45 | - |
| Construction | 2.07 | - |
| Consumer Durables | 7.14 | - |
| Banks | 19.22 | - |
| Diversified FMCG | 1.48 | - |
| Non - Ferrous Metals | 2.19 | - |
| Ferrous Metals | 4.23 | - |
| Auto Components | 8.97 | - |
| Personal Products | 3.1 | - |
| Telecom - Services | 1.42 | - |
| Capital Markets | 3.1 | - |
| Chemicals & Petrochemicals | 0.41 | - |
| Transport Services | 0.99 | - |
| Finance | 2.56 | - |
| Industrial Products | 2.12 | - |
| Agricultural, Commercial & Construction Vehicles | 2.26 | - |
| Retailing | 1.43 | - |
| Food Products | 0.51 | - |
| Healthcare Services | 0.59 | - |
| Industrial Manufacturing | 0.65 | - |
| Beverages | 1.06 | - |
| Textiles & Apparels | 1.77 | - |
| Leisure Services | 1.88 | - |
| Power | 1.42 | - |
| Healthcare | - | 2.88 |
| Industrials | - | 30.82 |
| Basic Materials | - | 2.45 |
| Technology | - | 14.28 |
| Consumer Cyclical | - | 22.91 |
| Financial Services | - | 19.51 |
| Utilities | - | 3.41 |
| Real Estate | - | 2.71 |
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