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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) | ₹33248 Cr | ₹14711 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 | 2.54% | 2.3% |
| 6 Month | 14.33% | 15.71% |
| 1 Year | 2.42% | 0.95% |
| 3 Year | 16.7% | 16.51% |
| 5 Year | 23.99% | 21.89% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.44% | 4.77% |
| 1 Year | 13.4% | 11.98% |
| 3 Year | 16.71% | 18% |
| 5 Year | 17.79% | 16.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.21% | 18.71% |
| 3 Year | 15% | 19.98% |
| 5 Year | 15.04% | 22.18% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 12.56% |
| Sharp | 0.92% | 0.73% |
| Beta | 0.79% | 0.83% |
| Alpha | 1.68% | 3.13% |
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 | 6.44 | 14.19 |
| Large Cap | 38.72 | 43.88 |
| Small Cap | 16.35 | 4.18 |
| Mid Cap | 38.49 | 37.74 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.99 | 3.68 |
| Energy | 3.17 | 3.4 |
| Technology | 4.37 | 10.43 |
| Basic Materials | 16.87 | 7.02 |
| Industrials | 9.35 | 15.29 |
| Financial Services | 27.34 | 24.75 |
| Consumer Defensive | 5.83 | 3.6 |
| Healthcare | 11.81 | 10.32 |
| Consumer Cyclical | 13.56 | 12.84 |
| Communication Services | 1.16 | 3.91 |
| Utilities | 1.56 | 2.9 |
| Real Estate | - | 1.86 |
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