- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 5.56% | 9.97% |
| 6 Month | -9.26% | -13.43% |
| 1 Year | 8.85% | 10.72% |
| 3 Year | 15.51% | 22.28% |
| 5 Year | 28.81% | 31.32% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -2.81% | -9.92% |
| 1 Year | -3.96% | -9.86% |
| 3 Year | 15.87% | 23.23% |
| 5 Year | 19.22% | 23.63% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.69 | 4.04 |
| Large Cap | 39.72 | 35.63 |
| Small Cap | 18.23 | 21.04 |
| Mid Cap | 35.36 | 39.29 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 5.57 | 2.08 |
| Energy | 3.35 | - |
| Technology | 8.74 | 10.92 |
| Basic Materials | 11.76 | 3.12 |
| Industrials | 10.81 | 29.6 |
| Consumer Defensive | 7 | - |
| Financial Services | 24.7 | 14.33 |
| Healthcare | 9.85 | 1.96 |
| Consumer Cyclical | 12.56 | 26.27 |
| Communication Services | 3.27 | 6.04 |
| Utilities | 2.4 | - |
| Real Estate | - | 5.68 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns21.88%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns14.68%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.92%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.08%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.23%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.23%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.01%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns7.02%
