Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Large & MIDCap Fund vs BANDHAN Core Equity Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Fund Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹10231 Cr ₹33248 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2005 25 May 2005
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 71% 25%
Expense Ratio 1.78 1.6
Manager Manish Gunwani Pradeep Kesavan
ISIN Code INF194K01524 INF200K01305
Exits Load Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 2.95% 2.9%
6 Month 17.18% 14.87%
1 Year -1.84% 1.28%
3 Year 22.97% 16.51%
5 Year 25.93% 23.99%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 5.04% 4.44%
1 Year 14.21% 13.4%
3 Year 22.16% 16.71%
5 Year 21.88% 17.79%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 13.51% 14.21%
3 Year 12.23% 15%
5 Year 11.2% 15.04%

Risk Management

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 13.47% 11.75%
Sharp 1.11% 0.92%
Beta 0.96% 0.79%
Alpha 8.04% 1.68%

Fund Managers

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Name Manish Gunwani Pradeep Kesavan
Total AUM ₹8731 Cr ₹434274 Cr
Funds Managed 4 43
Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 8.16 6.44
Large Cap 38.79 38.72
Small Cap 13.63 16.35
Mid Cap 39.42 38.49

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 5.26 4.99
Energy 3.78 3.17
Technology 10.04 4.37
Consumer Cyclical 9.6 13.56
Industrials 9.53 9.35
Financial Services 29.98 27.34
Basic Materials 7.25 16.87
Healthcare 6.79 11.81
Real Estate 3.67 -
Communication Services 4.54 1.16
Consumer Defensive 6.73 5.83
Utilities 2.83 1.56

Top Comparisons

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns22.26%

VS

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns28.07%

Compare Now

Kotak Aggressive Hybrid Fund - Growth Kotak Aggressive Hybrid Fund - Growth

3Y Returns14.44%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns10.71%

Compare Now

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.23%

VS

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.06%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns20.02%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns22.57%

Compare Now
Add to Cart Successfully