Compare SBI Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
SBI Large & Midcap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.65
1.79
NAV
₹667.60
₹39.30
Fund Started
26 May 2005
27 Sep 2019
Fund Size
₹40498.53 Cr
₹19832.31 Cr
Exit Load
Exit load of 0.10% if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
-3.48%
0.97%
3 Year
10.45%
18.96%
5 Year
10.35%
15.94%
Equity
97.24%
96.71%
Cash
2.51%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.65% |
ICICI Bank Ltd. | 3.79% |
Axis Bank Ltd. | 3.33% |
Balkrishna Industries Ltd. | 2.46% |
Adani Enterprises Ltd. | 2.46% |
Swiggy Ltd. | 2.35% |
Gland Pharma Ltd. | 2.28% |
Asian Paints Ltd. | 2.28% |
Berger Paints India Ltd. | 2.25% |
Tata Motors Ltd. | 2.22% |
Name | Assets |
|---|---|
One 97 Communications Ltd. | 6.11% |
Eternal Ltd. | 4.95% |
PTC Industries Ltd. | 4.73% |
Multi Commodity Exchange Of India Ltd. | 4.60% |
Sterlite Technologies Ltd. | 4.32% |
Shriram Finance Ltd | 4.13% |
Muthoot Finance Ltd. | 4.04% |
Apar Industries Ltd. | 4.02% |
Gujarat Fluorochemicals Ltd. | 3.99% |
GE Vernova T&D India Ltd | 3.15% |
Name
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Start Date
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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