Motilal Oswal Large Cap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
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 | -0.4% | -1.42% |
| 6 Month | 1.48% | 1.1% |
| 1 Year | 8.33% | 7.52% |
| 3 Year | 14.34% | - |
| 5 Year | 14.77% | - |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.1% | 2.02% |
| 1 Year | 12.96% | 11.96% |
| 3 Year | 12.65% | - |
| 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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