Axis Growth Opportunities Fund vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹33031 Cr	₹14954 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	25 May 2005	22 Oct 2018
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	25%	23%
Expense Ratio	1.6	1.7
Manager	Pradeep Kesavan	Shreyash Devalkar
ISIN Code	INF200K01305	INF846K01J79
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Month	-0.39%	-1.3%
6 Month	10.14%	8.02%
1 Year	3.25%	2.49%
3 Year	19.46%	18%
5 Year	24.99%	22.89%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month	6.6%	6.86%
1 Year	11.27%	9.11%
3 Year	17.98%	19.29%
5 Year	19.17%	18.21%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Year	14.46%	19.51%
3 Year	14.87%	19.9%
5 Year	14.98%	21.9%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation	11.75%	13.65%
Sharp	1.34%	1.11%
Beta	0.81%	0.87%
Alpha	1.71%	3.35%

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Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Shreyash Devalkar
Total AUM	₹434274 Cr	₹166770 Cr
Funds Managed	43	14
	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	5.9	14.67
Large Cap	41.23	44.92
Small Cap	15.79	3.86
Mid Cap	37.08	36.55

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	4.4	4.8
Energy	3.45	3.73
Technology	4.72	9.97
Basic Materials	16.52	7.3
Industrials	9.61	13.73
Financial Services	28.71	26.06
Consumer Defensive	5.41	3.71
Healthcare	10.28	8.56
Consumer Cyclical	13.35	12.11
Communication Services	1.79	4.85
Utilities	1.76	3.27
Real Estate	-	1.9