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Axis Growth Opportunities Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹37045 Cr | ₹15605 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.71% | -0.92% |
| 6 Month | 7.1% | 4.79% |
| 1 Year | 10.04% | 2.09% |
| 3 Year | 18.04% | 18.63% |
| 5 Year | 20.49% | 17.8% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | -0.86% |
| 1 Year | 13.72% | 7.48% |
| 3 Year | 15.49% | 14.36% |
| 5 Year | 16.69% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.6% | 17.13% |
| 3 Year | 15.27% | 19.68% |
| 5 Year | 15.18% | 21.84% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 12.28% |
| Sharp | 0.94% | 0.96% |
| Beta | 0.81% | 0.82% |
| Alpha | 0.64% | 2.30% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.57 | 13.96 |
| Large Cap | 36.05 | 45.17 |
| Mid Cap | 41.51 | 36.58 |
| Small Cap | 13.86 | 4.3 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.39 | 2.91 |
| Energy | 4.37 | 3.6 |
| Technology | 5.06 | 10.43 |
| Basic Materials | 16.28 | 5.82 |
| Consumer Defensive | 6.42 | 2.78 |
| Industrials | 9.21 | 13.36 |
| Financial Services | 23.24 | 27.67 |
| Healthcare | 12.23 | 9.72 |
| Consumer Cyclical | 15.47 | 15.69 |
| Communication Services | 1.53 | 3.84 |
| Utilities | 1.8 | 2.42 |
| Real Estate | - | 1.77 |
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