BANDHAN Core Equity Fund vs SBI Large & MIDCap Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10818 Cr | ₹34065 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2005 | 25 May 2005 |
| 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 | 71% | 25% |
| Expense Ratio | 1.78 | 1.6 |
| Manager | Manish Gunwani | Pradeep Kesavan |
| ISIN Code | INF194K01524 | INF200K01305 |
| Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.19% | 1.74% |
| 6 Month | 10.88% | 9.88% |
| 1 Year | 6.38% | 4.21% |
| 3 Year | 22.79% | 16.34% |
| 5 Year | 24.65% | 22.73% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.01% | 2.49% |
| 1 Year | 17.65% | 14.14% |
| 3 Year | 21.03% | 15.54% |
| 5 Year | 21.16% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.21% | 14.02% |
| 3 Year | 12.32% | 15.11% |
| 5 Year | 11.26% | 15.09% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.31% | 11.75% |
| Sharp | 1.18% | 0.91% |
| Beta | 0.94% | 0.81% |
| Alpha | 4.39% | 0.45% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Manish Gunwani | Pradeep Kesavan |
| Total AUM | ₹8731 Cr | ₹434274 Cr |
| Funds Managed | 4 | 43 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 9.06 | 5.75 |
| Large Cap | 36.36 | 37.79 |
| Small Cap | 14.57 | 15.66 |
| Mid Cap | 40.01 | 40.79 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 4.61 | 4.41 |
| Energy | 3.64 | 4.26 |
| Technology | 9.95 | 4.19 |
| Consumer Cyclical | 8.12 | 14.43 |
| Industrials | 9.16 | 9.66 |
| Financial Services | 31.72 | 24.87 |
| Healthcare | 8.29 | 11.95 |
| Real Estate | 3.67 | - |
| Basic Materials | 6.58 | 17.26 |
| Communication Services | 5.72 | 1.42 |
| Consumer Defensive | 7.44 | 6.14 |
| Utilities | 1.11 | 1.42 |
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