Motilal Oswal Large Cap Fund vs SBI Blue Chip Fund compare

Motilal Oswal Large Cap Fund vs SBI Blue Chip Fund compare

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SBI Large Cap Fund-Regular Plan Growth

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Motilal Oswal Large Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Fund	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹55637 Cr	₹3034 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	14 Feb 2006	06 Feb 2024
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 100 TRI	NIFTY 100 TRI
Turn Over	15%	%
Expense Ratio	1.5	2.1
Manager	Pradeep Kesavan	Ajay Khandelwal
ISIN Code	INF200K01180	INF247L01CB9
Exits Load	SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Motilal Oswal Large Cap 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 Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
1 Month	1.23%	0.06%
6 Month	4.69%	4.12%
1 Year	9.57%	10.55%
3 Year	14.76%	-
5 Year	15.71%	-

SIP Return Analysis

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
6 Month	1.85%	0.57%
1 Year	11.73%	10.4%
3 Year	12.68%	-
5 Year	13.3%	-

Rolling Lumpsum Returns

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
1 Year	12.37%	19.43%
3 Year	12.76%	-
5 Year	13.78%	-

Risk Management

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Standard Deviation	11.31%	-
Sharp	0.7%	-
Beta	0.88%	-
Alpha	0.78%	-

Fund Managers

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Name	Pradeep Kesavan	Ajay Khandelwal
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	4
	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)

Market Cap

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Others	5.66	14.74
Large Cap	82.59	76.98
Small Cap	1.15	8.28
Mid Cap	10.59	-

Sector Allocation

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Motilal Oswal Large Cap Fund - Regular (G)
Others	3.26	1.27
Energy	8.24	8.44
Technology	5.77	11.3
Industrials	7.21	7.43
Basic Materials	11.06	3.79
Consumer Cyclical	14.55	12.71
Consumer Defensive	9.29	3.67
Financial Services	31.33	34.61
Healthcare	5.63	4.47
Utilities	0.92	2.8
Communication Services	2.76	6.6
Real Estate	-	2.93

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