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) | ₹33031 Cr | ₹41202 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | -0.89% | -1.93% |
6 Month | 8.51% | 8.56% |
1 Year | 2.13% | -2.6% |
3 Year | 19.22% | 16.36% |
5 Year | 24.69% | 22.04% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.6% | 6.89% |
1 Year | 11.27% | 8.79% |
3 Year | 17.98% | 16.46% |
5 Year | 19.17% | 16.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.21% | 15.41% |
3 Year | 15% | 20.32% |
5 Year | 15.04% | 21.56% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.75% | 14.15% |
Sharp | 1.34% | 0.94% |
Beta | 0.81% | 0.98% |
Alpha | 1.71% | -0.02% |
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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 | 5.9 | 1.59 |
Large Cap | 41.23 | 50.44 |
Small Cap | 15.79 | 12.64 |
Mid Cap | 37.08 | 35.33 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.4 | 1.59 |
Energy | 3.45 | 3.67 |
Technology | 4.72 | 8.71 |
Basic Materials | 16.52 | 8.81 |
Industrials | 9.61 | 11.33 |
Financial Services | 28.71 | 25.97 |
Consumer Defensive | 5.41 | 4.21 |
Healthcare | 10.28 | 11.1 |
Consumer Cyclical | 13.35 | 15.06 |
Communication Services | 1.79 | 3.66 |
Utilities | 1.76 | 3.52 |
Real Estate | - | 2.38 |
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