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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) | ₹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 | 3.51% | 2.15% |
| 6 Month | -3.36% | -2.05% |
| 1 Year | 6.63% | 9.57% |
| 3 Year | 19.89% | 16.34% |
| 5 Year | 28.93% | 26.67% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.59% | 1.21% |
| 1 Year | -3.84% | -1.46% |
| 3 Year | 19.08% | 16.3% |
| 5 Year | 21.77% | 18.95% |
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% | 0.65% |
| Beta | 1.012% | 0.84% |
| Alpha | 4.586% | 0.73% |
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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 | 7.11 |
| Large Cap | 46.7 | 40.15 |
| Small Cap | 15.1 | 16.88 |
| Mid Cap | 36.35 | 35.86 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.03 | 6.15 |
| Communication Services | 2.8 | 3 |
| Basic Materials | 5.38 | 13.6 |
| Energy | 3.19 | 3.33 |
| Technology | 11.17 | 7.31 |
| Consumer Cyclical | 13.16 | 11.6 |
| Healthcare | 12.81 | 10.94 |
| Industrials | 11.76 | 10 |
| Financial Services | 30.96 | 26.38 |
| Consumer Defensive | 2.49 | 5.56 |
| Utilities | 3.91 | 2.14 |
| Real Estate | 1.35 | - |
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