SBI Large & MIDCap Fund vs Motilal Oswal Large and 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) | ₹28677 Cr | ₹8447 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 | 1.61 | 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 | 2.94% | 8.36% |
6 Month | 3.34% | 1.74% |
1 Year | 11.13% | 18.18% |
3 Year | 20.34% | 30.87% |
5 Year | 27.97% | 32.26% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 5.28% | 8.11% |
1 Year | 5.47% | 10.88% |
3 Year | 17.9% | 29.27% |
5 Year | 19.48% | 26.58% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 14.74% | 31.85% |
3 Year | 14.69% | 25.93% |
5 Year | 14.88% | 25.61% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 11.75% | 16.577% |
Sharp | 0.77% | 0.899% |
Beta | 0.83% | 0.963% |
Alpha | 0.25% | 7.354% |
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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 | 6.17 | 4.04 |
Large Cap | 40.14 | 35.63 |
Small Cap | 16.78 | 21.04 |
Mid Cap | 36.91 | 39.29 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 6.17 | 2.08 |
Petroleum Products | 3.29 | - |
IT - Software | 5.89 | - |
Pharmaceuticals & Biotechnology | 11.09 | - |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | - |
Construction | 2.19 | - |
Banks | 21.48 | - |
Diversified FMCG | 1.54 | - |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | - |
Ferrous Metals | 2.34 | - |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | - |
Capital Markets | 2.61 | - |
Consumer Durables | 4.67 | - |
Chemicals & Petrochemicals | 0.81 | - |
Transport Services | 0.65 | - |
Finance | 3.07 | - |
Industrial Products | 1.35 | - |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | - |
Retailing | 1 | - |
Food Products | 0.5 | - |
Automobiles | 1 | - |
Healthcare Services | 0.55 | - |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | - |
Power | 2.01 | - |
Consumer Cyclical | - | 26.27 |
Healthcare | - | 1.96 |
Financial Services | - | 14.33 |
Industrials | - | 29.6 |
Basic Materials | - | 3.12 |
Technology | - | 10.92 |
Real Estate | - | 5.68 |
Communication Services | - | 6.04 |
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