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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) | ₹28487 Cr | ₹35514 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 | -1.21% | 0.85% |
| 6 Month | 1.8% | 4.8% |
| 1 Year | 1.1% | 4.58% |
| 3 Year | 18.48% | 16.07% |
| 5 Year | 21.99% | 19.81% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.4% | 3.36% |
| 1 Year | 14.77% | 17.28% |
| 3 Year | 16.22% | 15.98% |
| 5 Year | 18.29% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.19% | 13.65% |
| 3 Year | 13.1% | 15.26% |
| 5 Year | 12.3% | 15.16% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 13.88% | 11.75% |
| Sharp | 0.89% | 0.94% |
| Beta | 1.01% | 0.81% |
| Alpha | 0.81% | 0.64% |
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 | 5.29 | 6.03 |
| Large Cap | 43.58 | 38.05 |
| Small Cap | 12.99 | 15.2 |
| Mid Cap | 38.14 | 40.72 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.87 | 3.8 |
| Communication Services | 3.23 | 1.45 |
| Energy | 3.22 | 4.43 |
| Technology | 9.69 | 4.94 |
| Consumer Cyclical | 13.57 | 13.97 |
| Healthcare | 12.61 | 11.94 |
| Basic Materials | 6.63 | 17.12 |
| Consumer Defensive | 2.8 | 6.55 |
| Industrials | 10.06 | 9.49 |
| Financial Services | 30.26 | 24.85 |
| Real Estate | 2.46 | - |
| Utilities | 3.6 | 1.47 |
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