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)	₹31296 Cr	₹10840 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	4.58%	2.04%
6 Month	5.22%	-2.98%
1 Year	6.23%	13.31%
3 Year	22.95%	33.21%
5 Year	25.57%	29.57%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	10.48%	15.43%
1 Year	15.14%	19.69%
3 Year	19.03%	29.58%
5 Year	19.86%	26.83%

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%	19.22%
Sharp	1.05%	1.18%
Beta	0.81%	1.08%
Alpha	1.22%	10.94%

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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	4.29	4.01
Large Cap	39.88	35.01
Small Cap	17.42	23.47
Mid Cap	38.41	37.51

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	4.29	1.37
Petroleum Products	3.45	-
IT - Software	5.37	-
Pharmaceuticals & Biotechnology	10.26	-
Industrial Manufacturing	1.58	-
Cement & Cement Products	4.78	-
Construction	2.3	-
Banks	23	-
Diversified FMCG	1.5	-
Non - Ferrous Metals	2.51	-
Ferrous Metals	3.33	-
Auto Components	8.37	-
Personal Products	2.9	-
Telecom - Services	1.73	-
Capital Markets	2.92	-
Consumer Durables	4.53	-
Chemicals & Petrochemicals	0.57	-
Transport Services	0.85	-
Finance	2.79	-
Industrial Products	1.43	-
Agricultural, Commercial & Construction Vehicles	2.04	-
Gas	0.31	-
Retailing	1.37	-
Food Products	0.47	-
Healthcare Services	0.58	-
Beverages	0.98	-
Textiles & Apparels	2.26	-
Leisure Services	1.79	-
Power	1.74	-
Healthcare	-	2.63
Industrials	-	39.42
Basic Materials	-	2.54
Technology	-	8.96
Financial Services	-	15.2
Real Estate	-	4.91
Consumer Cyclical	-	21.71
Communication Services	-	3.26