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)	₹31296 Cr	₹13522 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	0.82%	1.52%
6 Month	0.31%	-3.02%
1 Year	5.94%	4.59%
3 Year	22.94%	22.63%
5 Year	26.09%	24.24%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month	7.12%	7.64%
1 Year	7.32%	6.29%
3 Year	17.33%	18.88%
5 Year	18.97%	18.16%

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%	15.057%
Sharp	1.05%	0.476%
Beta	0.81%	0.941%
Alpha	1.22%	1.093%

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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	5.68	15.9
Large Cap	41.02	42.68
Small Cap	16.22	5.99
Mid Cap	37.08	35.43

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	5.68	6.5
Petroleum Products	3.54	-
IT - Software	6.46	-
Pharmaceuticals & Biotechnology	10.27	-
Industrial Manufacturing	1.43	-
Cement & Cement Products	4.21	-
Construction	2.08	-
Banks	23.08	-
Diversified FMCG	1.55	-
Non - Ferrous Metals	2.43	-
Auto Components	8.01	-
Ferrous Metals	2.2	-
Personal Products	2.56	-
Telecom - Services	1.89	-
Capital Markets	2.77	-
Consumer Durables	4.3	-
Chemicals & Petrochemicals	0.71	-
Transport Services	0.76	-
Finance	2.87	-
Industrial Products	1.31	-
Agricultural, Commercial & Construction Vehicles	2.02	-
Gas	0.33	-
Retailing	1.06	-
Food Products	0.45	-
Healthcare Services	0.6	-
Beverages	1.11	-
Textiles & Apparels	2.29	-
Leisure Services	2	-
Power	2.03	-
Healthcare	-	9.95
Consumer Defensive	-	3.13
Energy	-	1.88
Industrials	-	11.46
Technology	-	14.36
Consumer Cyclical	-	12.64
Financial Services	-	22.37
Basic Materials	-	5.34
Communication Services	-	5.12
Real Estate	-	2.88
Utilities	-	4.36