SBI Large & MIDCap Fund vs Motilal Oswal Large and Midcap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Chart Comparison

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

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)	₹33031 Cr	₹11816 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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	-0.39%	-2.27%
6 Month	10.14%	14.42%
1 Year	3.25%	9.64%
3 Year	19.46%	29.05%
5 Year	24.99%	29.06%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	6.6%	11.31%
1 Year	11.27%	15.26%
3 Year	17.98%	28.32%
5 Year	19.17%	26.15%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	14.46%	28.46%
3 Year	14.87%	25.72%
5 Year	14.98%	26.25%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	11.75%	18.62%
Sharp	1.34%	1.37%
Beta	0.81%	1.06%
Alpha	1.71%	11.05%

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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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	5.9	7.83
Large Cap	41.23	31.23
Small Cap	15.79	23.46
Mid Cap	37.08	37.48

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	4.4	0.88
Energy	3.45	-
Technology	4.72	11.01
Basic Materials	16.52	2.41
Industrials	9.61	37.8
Financial Services	28.71	19.02
Consumer Defensive	5.41	-
Healthcare	10.28	3.22
Consumer Cyclical	13.35	22.06
Communication Services	1.79	0.34
Utilities	1.76	-
Real Estate	-	3.26