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Compare SBI Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.6 | 1.74 |
NAV | ₹578.53 | ₹29.33 |
Fund Started | 26 May 2005 | 27 Sep 2019 |
Fund Size | ₹29416.39 Cr | ₹8712.99 Cr |
Exit Load | Exit load of 0.10% if redeemed within 30 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.6
1.74
NAV
₹578.53
₹29.33
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹29416.39 Cr
₹8712.99 Cr
Exit Load
Exit load of 0.10% if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 8.52% | 8.65% |
3 Year | 17.77% | 26.03% |
5 Year | 26.82% | 29.00% |
1 Year
8.52%
8.65%
3 Year
17.77%
26.03%
5 Year
26.82%
29.00%
Holding Analysis
Equity | 96.54% | 97.50% |
Cash | 3.34% | 1.59% |
Equity
96.54%
97.50%
Cash
3.34%
1.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.18% |
Kotak Mahindra Bank Ltd. | 4.13% |
Axis Bank Ltd. | 3.45% |
Reliance Industries Ltd. | 3.29% |
Shree Cement Ltd. | 3.01% |
Abbott India Ltd. | 2.87% |
ICICI Bank Ltd. | 2.68% |
HDFC Asset Management Company Ltd. | 2.61% |
Alkem Laboratories Ltd. | 2.45% |
State Bank of India | 2.41% |
Name | Assets |
|---|---|
Trent Ltd. | 5.49% |
Eternal Ltd. | 5.18% |
Bharat Electronics Ltd. | 3.94% |
PTC Industries Ltd. | 3.82% |
Bharti Airtel Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.77% |
Amber Enterprises India Ltd. | 3.67% |
Suzlon Energy Ltd. | 3.51% |
Bharat Dynamics Ltd. | 3.45% |
Bajaj Finance Ltd. | 3.27% |
Fund Manager
Name | Saurabh Pant | Ajay Khandelwal |
Start Date | 01 Jan 2022 | 16 Dec 2021 |
Name
Saurabh Pant
Ajay Khandelwal
Start Date
01 Jan 2022
16 Dec 2021
About Fund
Description | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 26 May 2005 | 27 Sep 2019 |
Description
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
26 May 2005
27 Sep 2019