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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) | ₹37045 Cr | ₹15146 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 | -0.97% | -7.49% |
| 6 Month | 5.26% | -1.81% |
| 1 Year | 5.08% | -8.31% |
| 3 Year | 17.03% | 23.37% |
| 5 Year | 19.66% | 22.49% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.17% | -2.26% |
| 1 Year | 15.76% | 10.81% |
| 3 Year | 15.47% | 19.96% |
| 5 Year | 16.43% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.65% | 24.46% |
| 3 Year | 15.26% | 26.13% |
| 5 Year | 15.16% | 27.9% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.75% | 18.47% |
| Sharp | 0.94% | 0.97% |
| Beta | 0.81% | 1.14% |
| Alpha | 0.64% | 4.81% |
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 | 8.57 | 15.53 |
| Large Cap | 36.05 | 27.56 |
| Mid Cap | 41.51 | 36.5 |
| Small Cap | 13.86 | 20.41 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.39 | 1.41 |
| Energy | 4.37 | - |
| Technology | 5.06 | 12.29 |
| Basic Materials | 16.28 | 2.44 |
| Consumer Defensive | 6.42 | - |
| Industrials | 9.21 | 28.69 |
| Financial Services | 23.24 | 25.73 |
| Healthcare | 12.23 | 2.49 |
| Consumer Cyclical | 15.47 | 21.26 |
| Communication Services | 1.53 | - |
| Utilities | 1.8 | 2.85 |
| Real Estate | - | 2.83 |
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