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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) | ₹33348 Cr | ₹12428 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 | -0.81% | -1.36% |
| 6 Month | 12.62% | 21.82% |
| 1 Year | 5.11% | 5.86% |
| 3 Year | 17.58% | 26.05% |
| 5 Year | 23.57% | 28.13% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 4.16% | 5.87% |
| 1 Year | 7.97% | 6.81% |
| 3 Year | 15.99% | 24.5% |
| 5 Year | 17.71% | 23.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 14.21% | 26.99% |
| 3 Year | 15% | 25.97% |
| 5 Year | 15.04% | 27.36% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.75% | 18.17% |
| Sharp | 1.12% | 1.14% |
| Beta | 0.8% | 1.07% |
| Alpha | 1.99% | 10.72% |
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 | 6.44 | 10.64 |
| Large Cap | 38.72 | 28.3 |
| Small Cap | 16.35 | 22.7 |
| Mid Cap | 38.49 | 38.37 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.99 | 0.84 |
| Energy | 3.17 | - |
| Technology | 4.37 | 11.68 |
| Basic Materials | 16.87 | 2.05 |
| Industrials | 9.35 | 35.32 |
| Financial Services | 27.34 | 18.4 |
| Consumer Defensive | 5.83 | - |
| Healthcare | 11.81 | 2.96 |
| Consumer Cyclical | 13.56 | 21.73 |
| Communication Services | 1.16 | 0 |
| Utilities | 1.56 | 3.57 |
| Real Estate | - | 3.46 |
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