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) | ₹37045 Cr | ₹42981 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 | 0.06% | 0.06% |
| 6 Month | 5.93% | 6.15% |
| 1 Year | 5.7% | 4.16% |
| 3 Year | 16.47% | 16.6% |
| 5 Year | 20.03% | 17.99% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.17% | 3.46% |
| 1 Year | 15.76% | 20.39% |
| 3 Year | 15.47% | 15.6% |
| 5 Year | 16.43% | 15.05% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.65% | 14.93% |
| 3 Year | 15.26% | 20.09% |
| 5 Year | 15.16% | 21.42% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.30% | 13.54% |
| Sharp | 0.86% | 0.73% |
| Beta | 0.81% | 0.98% |
| Alpha | 0.42% | -1.46% |
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 | 6.03 | 3.52 |
| Large Cap | 38.05 | 51.49 |
| Mid Cap | 40.72 | 31.62 |
| Small Cap | 15.2 | 13.38 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.8 | 2.15 |
| Energy | 4.43 | 3.24 |
| Technology | 4.94 | 8.39 |
| Basic Materials | 17.12 | 6.51 |
| Consumer Defensive | 6.55 | 4.81 |
| Industrials | 9.49 | 9.8 |
| Financial Services | 24.85 | 29.28 |
| Healthcare | 11.94 | 10.57 |
| Consumer Cyclical | 13.97 | 15.75 |
| Communication Services | 1.45 | 4.04 |
| Utilities | 1.47 | 3.29 |
| Real Estate | - | 2.17 |
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