ICICI Prudential Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

ICICI Prudential Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

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ICICI Prudential Large & Mid Cap Fund - Growth

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Fund	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27745 Cr	₹37443 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	09 Jul 1998	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	55%	25%
Expense Ratio	1.7	1.6
Manager	Sharmila D'mello	Pradeep Kesavan
ISIN Code	INF109K01431	INF200K01305
Exits Load	ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	0.49%	1.12%
6 Month	3.37%	2.86%
1 Year	12.7%	12.96%
3 Year	21.16%	18.09%
5 Year	21.52%	18.59%

SIP Return Analysis

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	1.17%	2.18%
1 Year	11.27%	14.11%
3 Year	16.86%	14.87%
5 Year	18.91%	16.2%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	15.02%	13.51%
3 Year	17.31%	15.33%
5 Year	15.75%	15.2%

Risk Management

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	12.05%	11.75%
Sharp	1.25%	1.06%
Beta	0.81%	0.8%
Alpha	3.97%	1.23%

Fund Managers

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Name	Sharmila D'mello	Pradeep Kesavan
Total AUM	₹354743 Cr	₹434274 Cr
Funds Managed	35	43
	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	8.11	11.5
Large Cap	42.08	34.42
Mid Cap	39.14	40.51
Small Cap	10.68	13.57

Sector Allocation

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	5.25	5.93
Energy	3.87	4.43
Technology	5.18	4.99
Consumer Cyclical	25.17	15.35
Basic Materials	8.22	16.06
Consumer Defensive	8	6.91
Industrials	9.4	9.41
Financial Services	24.1	21.46
Healthcare	4.62	12.12
Real Estate	1.16	-
Communication Services	3.19	1.58
Utilities	1.85	1.77

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