- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹26949 Cr | ₹34065 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 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 | 9.01% | 25% |
| Expense Ratio | 1.66 | 1.6 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KA1RT1 | INF200K01305 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 1.16% | 1.48% |
| 6 Month | 8.71% | 8.73% |
| 1 Year | 4.4% | 5.03% |
| 3 Year | 19.8% | 16.11% |
| 5 Year | 25.5% | 22.66% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.51% | 2.49% |
| 1 Year | 14.5% | 14.14% |
| 3 Year | 16.89% | 15.54% |
| 5 Year | 18.74% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.35% | 14.02% |
| 3 Year | 11.41% | 15.11% |
| 5 Year | 11.57% | 15.09% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.90% | 11.29% |
| Sharp | 0.96% | 0.84% |
| Beta | 1.01% | 0.81% |
| Alpha | 1.34% | -0.12% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.81 | 5.75 |
| Large Cap | 44.55 | 37.79 |
| Small Cap | 13.45 | 15.66 |
| Mid Cap | 38.19 | 40.79 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 0.73 | 4.41 |
| Communication Services | 3.14 | 1.42 |
| Energy | 3.18 | 4.26 |
| Technology | 9.66 | 4.19 |
| Consumer Cyclical | 14.45 | 14.43 |
| Healthcare | 12.85 | 11.95 |
| Basic Materials | 6.85 | 17.26 |
| Consumer Defensive | 2.74 | 6.14 |
| Industrials | 10.27 | 9.66 |
| Financial Services | 30.08 | 24.87 |
| Real Estate | 2.33 | - |
| Utilities | 3.73 | 1.42 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns22.08%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.24%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.96%
Mirae Asset Liquid Fund - Growth
3Y Returns6.98%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.1%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.26%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
