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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 | 1.61 | 1.73 |
NAV | ₹576.32 | ₹32.89 |
Fund Started | 26 May 2005 | 27 Sep 2019 |
Fund Size | ₹29267.74 Cr | ₹9001.07 Cr |
Exit Load | Exit load of 0.10% if redeemed within 30 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.61
1.73
NAV
₹576.32
₹32.89
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹29267.74 Cr
₹9001.07 Cr
Exit Load
Exit load of 0.10% if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 14.51% | 34.58% |
3 Year | 14.96% | 23.61% |
5 Year | 19.99% | 24.74% |
1 Year
14.51%
34.58%
3 Year
14.96%
23.61%
5 Year
19.99%
24.74%
Holding Analysis
Equity | 98.48% | 98.82% |
Cash | 1.41% | 1.18% |
Equity
98.48%
98.82%
Cash
1.41%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.97% |
ICICI Bank Ltd. | 3.24% |
Reliance Industries Ltd. | 3.16% |
Coforge Ltd. | 3.04% |
State Bank of India | 2.99% |
Abbott India Ltd. | 2.79% |
HDFC Asset Management Company Ltd. | 2.74% |
Infosys Ltd. | 2.44% |
Kotak Mahindra Bank Ltd. | 2.26% |
Alkem Laboratories Ltd. | 2.12% |
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
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
