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) ₹11799 Cr ₹37045 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 -2.72% -0.97%
6 Month 4.72% 5.26%
1 Year 3.06% 5.08%
3 Year 22.37% 17.03%
5 Year 21.78% 19.66%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 2.5% 2.17%
1 Year 17.3% 15.76%
3 Year 19.95% 15.47%
5 Year 20.53% 16.43%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 12.95% 13.65%
3 Year 12.48% 15.26%
5 Year 11.5% 15.16%

Risk Management

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 13.31% 11.75%
Sharp 1.15% 0.94%
Beta 0.95% 0.81%
Alpha 4.33% 0.64%

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 9.63 8.57
Large Cap 34.4 36.05
Mid Cap 39.4 41.51
Small Cap 16.58 13.86

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.9 4.39
Energy 3.53 4.37
Technology 12.13 5.06
Basic Materials 4.84 16.28
Industrials 9.76 9.21
Financial Services 31.37 23.24
Healthcare 9.67 12.23
Consumer Cyclical 7.45 15.47
Real Estate 3.67 -
Communication Services 5.55 1.53
Consumer Defensive 6.22 6.42
Utilities 0.92 1.8

Top Comparisons

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.29%

Compare Now

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns13.62%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

SBI Liquid Fund - Regular Plan -Growth SBI Liquid Fund - Regular Plan -Growth

3Y Returns6.89%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.95%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns7.21%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.55%

Compare Now
Add to Cart Successfully