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) | ₹33248 Cr | ₹40554 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 | 2.54% | 3.47% |
6 Month | 14.33% | 17.5% |
1 Year | 2.42% | -1.86% |
3 Year | 16.7% | 15.48% |
5 Year | 23.99% | 21.14% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.44% | 4.98% |
1 Year | 13.4% | 14.25% |
3 Year | 16.71% | 15.83% |
5 Year | 17.79% | 15.53% |
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% | 13.70% |
Sharp | 0.92% | 0.60% |
Beta | 0.79% | 1.00% |
Alpha | 1.68% | 0.94% |
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 | 6.44 | 1.7 |
Large Cap | 38.72 | 50.62 |
Small Cap | 16.35 | 13.38 |
Mid Cap | 38.49 | 34.29 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.99 | 0.96 |
Energy | 3.17 | 3.41 |
Technology | 4.37 | 9.48 |
Basic Materials | 16.87 | 7.27 |
Industrials | 9.35 | 10.87 |
Financial Services | 27.34 | 27.62 |
Consumer Defensive | 5.83 | 4.44 |
Healthcare | 11.81 | 11.83 |
Consumer Cyclical | 13.56 | 15.37 |
Communication Services | 1.16 | 3.54 |
Utilities | 1.56 | 3.34 |
Real Estate | - | 1.87 |
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