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) | ₹23140 Cr | ₹28677 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 | 1.61 |
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 | 4.19% | 4.94% |
6 Month | 1.83% | 3.22% |
1 Year | 7.56% | 11.79% |
3 Year | 23.12% | 21.41% |
5 Year | 31.13% | 28.74% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 6.48% | 5.28% |
1 Year | 4.78% | 5.47% |
3 Year | 20.93% | 17.9% |
5 Year | 22.43% | 19.48% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 14.17% | 14.74% |
3 Year | 10.86% | 14.69% |
5 Year | 11.39% | 14.88% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.902% | 11.75% |
Sharp | 0.746% | 0.77% |
Beta | 1.012% | 0.83% |
Alpha | 4.586% | 0.25% |
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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 | 1.86 | 6.17 |
Large Cap | 46.7 | 40.14 |
Small Cap | 15.1 | 16.78 |
Mid Cap | 36.35 | 36.91 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 1.03 | 6.17 |
Communication Services | 2.8 | - |
Basic Materials | 5.38 | - |
Energy | 3.19 | - |
Technology | 11.17 | - |
Consumer Cyclical | 13.16 | - |
Healthcare | 12.81 | - |
Industrials | 11.76 | - |
Financial Services | 30.96 | - |
Consumer Defensive | 2.49 | - |
Utilities | 3.91 | - |
Real Estate | 1.35 | - |
Petroleum Products | - | 3.29 |
IT - Software | - | 5.89 |
Pharmaceuticals & Biotechnology | - | 11.09 |
Industrial Manufacturing | - | 1.35 |
Cement & Cement Products | - | 4.4 |
Construction | - | 2.19 |
Banks | - | 21.48 |
Diversified FMCG | - | 1.54 |
Non - Ferrous Metals | - | 2.74 |
Auto Components | - | 7.12 |
Ferrous Metals | - | 2.34 |
Personal Products | - | 2.42 |
Telecom - Services | - | 2.39 |
Capital Markets | - | 2.61 |
Consumer Durables | - | 4.67 |
Chemicals & Petrochemicals | - | 0.81 |
Transport Services | - | 0.65 |
Finance | - | 3.07 |
Industrial Products | - | 1.35 |
Agricultural, Commercial & Construction Vehicles | - | 1.87 |
Gas | - | 0.3 |
Retailing | - | 1 |
Food Products | - | 0.5 |
Automobiles | - | 1 |
Healthcare Services | - | 0.55 |
Beverages | - | 1.05 |
Textiles & Apparels | - | 2.25 |
Leisure Services | - | 1.9 |
Power | - | 2.01 |
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