Mirae Asset Large & Midcap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹37443 Cr | ₹43766 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 09 Jul 2010 |
| 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 | 25% | 52% |
| Expense Ratio | 1.6 | 1.54 |
| Manager | Pradeep Kesavan | Neelesh Surana |
| ISIN Code | INF200K01305 | INF769K01101 |
| Exits Load | 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 | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.81% | -3.43% |
| 6 Month | 3.47% | 2.07% |
| 1 Year | 15.12% | 13.7% |
| 3 Year | 18.52% | 17.31% |
| 5 Year | 18.97% | 16.1% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.63% | -2.94% |
| 1 Year | 9.34% | 3.11% |
| 3 Year | 13.71% | 10.54% |
| 5 Year | 15.65% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 14.81% |
| 3 Year | 15.33% | 20.04% |
| 5 Year | 15.2% | 21.33% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 12.08% |
| Sharp | 1.06% | 0.87% |
| Beta | 0.8% | 0.98% |
| Alpha | 1.23% | -1.12% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Neelesh Surana |
| Total AUM | ₹434274 Cr | ₹49127 Cr |
| Funds Managed | 43 | 2 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.5 | 6.58 |
| Large Cap | 34.42 | 50.48 |
| Mid Cap | 40.51 | 30.17 |
| Small Cap | 13.57 | 12.76 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.93 | 1.71 |
| Energy | 4.43 | 2.61 |
| Technology | 4.99 | 7.24 |
| Basic Materials | 16.06 | 7.03 |
| Consumer Defensive | 6.91 | 4.84 |
| Industrials | 9.41 | 10.25 |
| Financial Services | 21.46 | 30.96 |
| Healthcare | 12.12 | 11.21 |
| Consumer Cyclical | 15.35 | 15.93 |
| Communication Services | 1.58 | 3.37 |
| Utilities | 1.77 | 3.34 |
| Real Estate | - | 1.51 |
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