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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 | 1.72 |
NAV | ₹606.72 | ₹32.66 |
Fund Started | 26 May 2005 | 27 Sep 2019 |
Fund Size | ₹33348.17 Cr | ₹12427.89 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
1.72
NAV
₹606.72
₹32.66
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹33348.17 Cr
₹12427.89 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 | 3.73% | 9.03% |
3 Year | 17.49% | 26.92% |
5 Year | 23.61% | 27.83% |
1 Year
3.73%
9.03%
3 Year
17.49%
26.92%
5 Year
23.61%
27.83%
Holding Analysis
Equity | 95.61% | 99.12% |
Cash | 4.28% | 0.88% |
Equity
95.61%
99.12%
Cash
4.28%
0.88%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.97% |
Kotak Mahindra Bank Ltd. | 3.67% |
Reliance Industries Ltd. | 3.45% |
Axis Bank Ltd. | 3.34% |
HDFC Asset Management Company Ltd. | 3.00% |
Abbott India Ltd. | 2.97% |
State Bank of India | 2.86% |
Asian Paints Ltd. | 2.72% |
Shree Cement Ltd. | 2.72% |
Berger Paints India Ltd. | 2.58% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.11% |
Trent Ltd. | 4.82% |
Bharat Electronics Ltd. | 4.81% |
Cholamandalam Investment and Finance Company Ltd. | 4.50% |
Multi Commodity Exchange Of India Ltd. | 4.13% |
Bharat Dynamics Ltd. | 4.03% |
Samvardhana Motherson International Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.76% |
Waaree Energies Ltd. | 3.75% |
Apar Industries Ltd. | 3.75% |
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
