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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon 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) ₹25613 Cr ₹4934 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 28 Feb 1993 01 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 1.62 1.84
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01305 INF247L01965
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month 6.17% 6.9%
6 Month 24.4% 28.28%
1 Year 34.72% 57%
3 Year 21.06% 26.25%
5 Year 24.19% -

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month - -
1 Year 15.66% 21.41%
3 Year 38.91% 54.76%
5 Year 82.14% 95.39%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 24.32% 29.12%
3 Year 62.63% 74.72%
5 Year 88.93% 106.51%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation 11.75% 13.45%
Sharp 1.11% 1.28%
Beta 0.87% 0.92%
Alpha 1.31% 2.85%

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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 4.58 5.38
Large Cap 43.12 35.19
Small Cap 14.36 23.88
Mid Cap 37.95 35.54

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 2.46 1.5
Financial 20.76 15.47
Energy 5.68 -
Technology 8.51 2.34
Metals & Mining 7.38 1.86
Materials 7.45 -
Healthcare 10.26 8.96
Services 6.84 21.51
Automobile 9.22 2.04
Consumer Staples 5.38 -
Insurance 1.27 -
Consumer Discretionary 5.2 7.77
Chemicals 1.14 2.09
Capital Goods 3.07 21.39
Construction 1.36 9.44
Communication 2.48 3.31
Textiles 1.55 -
Diversified - 2.31

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