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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) | ₹33248 Cr | ₹12628 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 2.9% | 4.86% |
| 6 Month | 14.87% | 27.11% |
| 1 Year | 1.28% | 2.41% |
| 3 Year | 16.51% | 26.32% |
| 5 Year | 23.99% | 28.35% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 4.44% | 7.58% |
| 1 Year | 13.4% | 18.22% |
| 3 Year | 16.71% | 26.52% |
| 5 Year | 17.79% | 24.83% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 14.21% | 26.99% |
| 3 Year | 15% | 25.97% |
| 5 Year | 15.04% | 27.36% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.75% | 18.35% |
| Sharp | 0.92% | 1.00% |
| Beta | 0.79% | 1.09% |
| Alpha | 1.68% | 10.37% |
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 | 6.44 | 10.83 |
| Large Cap | 38.72 | 28.29 |
| Small Cap | 16.35 | 21.97 |
| Mid Cap | 38.49 | 38.91 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.99 | 0.93 |
| Energy | 3.17 | - |
| Technology | 4.37 | 12.75 |
| Basic Materials | 16.87 | 2.19 |
| Industrials | 9.35 | 34.2 |
| Financial Services | 27.34 | 18.33 |
| Consumer Defensive | 5.83 | - |
| Healthcare | 11.81 | 2.99 |
| Consumer Cyclical | 13.56 | 21.73 |
| Communication Services | 1.16 | - |
| Utilities | 1.56 | 3.71 |
| Real Estate | - | 3.16 |
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