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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 | 1.59 | 1.72 |
NAV | ₹605.26 | ₹33.20 |
Fund Started | 26 May 2005 | 27 Sep 2019 |
Fund Size | ₹31295.56 Cr | ₹10840.40 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
1.59
1.72
NAV
₹605.26
₹33.20
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹31295.56 Cr
₹10840.40 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 | 5.27% | 12.56% |
3 Year | 23.25% | 34.55% |
5 Year | 25.30% | 29.56% |
1 Year
5.27%
12.56%
3 Year
23.25%
34.55%
5 Year
25.30%
29.56%
Holding Analysis
Equity | 96.41% | 98.63% |
Cash | 3.48% | 1.38% |
Equity
96.41%
98.63%
Cash
3.48%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.18% |
Kotak Mahindra Bank Ltd. | 3.71% |
Axis Bank Ltd. | 3.50% |
Reliance Industries Ltd. | 3.45% |
State Bank of India | 2.98% |
HDFC Asset Management Company Ltd. | 2.92% |
Shree Cement Ltd. | 2.74% |
ICICI Bank Ltd. | 2.70% |
Abbott India Ltd. | 2.67% |
Berger Paints India Ltd. | 2.61% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
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