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) | ₹26406 Cr | ₹33348 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 | 2.81% | 2.54% |
6 Month | 16.58% | 14.33% |
1 Year | -2.32% | 2.42% |
3 Year | 19.37% | 16.7% |
5 Year | 25.64% | 23.99% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 4.07% | 4.44% |
1 Year | 12.32% | 13.4% |
3 Year | 18.23% | 16.71% |
5 Year | 19.9% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 13.53% | 14.21% |
3 Year | 11.24% | 15% |
5 Year | 11.53% | 15.04% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.05% | 11.75% |
Sharp | 0.85% | 0.92% |
Beta | 1.03% | 0.79% |
Alpha | 4.53% | 1.68% |
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 | 3.57 | 6.44 |
Large Cap | 44.13 | 38.72 |
Small Cap | 14.19 | 16.35 |
Mid Cap | 38.11 | 38.49 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 0.65 | 4.99 |
Communication Services | 3.21 | 1.16 |
Energy | 3.12 | 3.17 |
Technology | 9.6 | 4.37 |
Consumer Cyclical | 13.7 | 13.56 |
Healthcare | 12.95 | 11.81 |
Industrials | 10.83 | 9.35 |
Basic Materials | 6.59 | 16.87 |
Consumer Defensive | 2.6 | 5.83 |
Financial Services | 30.65 | 27.34 |
Real Estate | 2.4 | - |
Utilities | 3.7 | 1.56 |
Top Comparisons
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.82%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.91%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.63%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.51%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.71%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.02%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.75%