Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Large & Midcap Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

tortoise-icon Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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

Top Comparisons

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns7.52%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns7.26%

Compare Now

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.31%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns7.11%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns20.35%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns12.94%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns20.8%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns21.18%

Compare Now
Add to Cart Successfully