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Motilal Oswal Large and Midcap Fund vs SBI Large & 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 | -1.99% | -5.01% |
| 6 Month | -10.42% | -16.53% |
| 1 Year | 6.42% | 9.06% |
| 3 Year | 16.05% | 21.72% |
| 5 Year | 20.97% | 21.92% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -7.17% | -15.52% |
| 1 Year | -10.34% | -21.44% |
| 3 Year | 13.16% | 18.39% |
| 5 Year | 17.78% | 20.99% |
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 | 0.69% | 0.899% |
| Beta | 0.85% | 0.963% |
| Alpha | 1.2% | 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 |
| Fund Manage | 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 | 6.68561 | 4.04453 |
| Large Cap | 39.72203 | 35.62621 |
| Small Cap | 18.23176 | 21.0365 |
| Mid Cap | 35.36061 | 39.29277 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 5.56538 | 2.08029 |
| Energy | 3.35274 | - |
| Technology | 8.73606 | 10.92175 |
| Basic Materials | 11.75679 | 3.12144 |
| Industrials | 10.81216 | 29.59577 |
| Consumer Defensive | 7.00238 | - |
| Financial Services | 24.69554 | 14.32655 |
| Healthcare | 9.85058 | 1.96424 |
| Consumer Cyclical | 12.55723 | 26.26815 |
| Communication Services | 3.27476 | 6.04108 |
| Utilities | 2.39639 | - |
| Real Estate | - | 5.68074 |
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