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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 | 1.58 | 1.7 |
NAV | ₹636.80 | ₹35.00 |
Fund Started | 26 May 2005 | 27 Sep 2019 |
Fund Size | ₹34065.48 Cr | ₹13777.98 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
1.58
1.7
NAV
₹636.80
₹35.00
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹34065.48 Cr
₹13777.98 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 | 6.09% | 5.49% |
3 Year | 17.26% | 28.32% |
5 Year | 23.28% | 28.16% |
1 Year
6.09%
5.49%
3 Year
17.26%
28.32%
5 Year
23.28%
28.16%
Holding Analysis
Equity | 95.96% | 98.97% |
Cash | 3.65% | -0.03% |
Equity
95.96%
98.97%
Cash
3.65%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.35% |
HDFC Asset Management Company Ltd. | 3.10% |
Axis Bank Ltd. | 3.06% |
Reliance Industries Ltd. | 3.04% |
State Bank of India | 2.95% |
Asian Paints Ltd. | 2.65% |
Berger Paints India Ltd. | 2.55% |
Shree Cement Ltd. | 2.49% |
Abbott India Ltd. | 2.36% |
Alkem Laboratories Ltd. | 2.35% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
Fund Manager
Name | Saurabh Pant | Ajay Khandelwal |
Start Date | 01 Jan 2022 | 25 Jul 2025 |
Name
Saurabh Pant
Ajay Khandelwal
Start Date
01 Jan 2022
25 Jul 2025
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