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Motilal Oswal Large Cap Fund vs SBI Blue Chip Fund compare

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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tortoise-icon 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 -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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