SBI Large & MIDCap Fund vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
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) | ₹13636 Cr | ₹37443 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 | -3.17% | -1.23% |
| 6 Month | 2.02% | 3.59% |
| 1 Year | 10.17% | 12.4% |
| 3 Year | 22.88% | 18.33% |
| 5 Year | 21.24% | 19.24% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.82% | 2.66% |
| 1 Year | 14.21% | 14.96% |
| 3 Year | 17.77% | 14.69% |
| 5 Year | 19.63% | 16.09% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 12.82% | 13.51% |
| 3 Year | 12.53% | 15.33% |
| 5 Year | 11.63% | 15.2% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 12.84% | 11.75% |
| Sharp | 1.24% | 1.06% |
| Beta | 0.95% | 0.8% |
| Alpha | 4.12% | 1.23% |
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 | 10.6 | 11.5 |
| Large Cap | 33.9 | 34.42 |
| Mid Cap | 38.85 | 40.51 |
| Small Cap | 16.66 | 13.57 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.9 | 5.93 |
| Energy | 3.78 | 4.43 |
| Technology | 11.25 | 4.99 |
| Basic Materials | 6.66 | 16.06 |
| Industrials | 10.68 | 9.41 |
| Financial Services | 32.98 | 21.46 |
| Healthcare | 8.96 | 12.12 |
| Consumer Cyclical | 6.09 | 15.35 |
| Real Estate | 3.63 | - |
| Utilities | 1.33 | 1.77 |
| Communication Services | 5.76 | 1.58 |
| Consumer Defensive | 4.98 | 6.91 |
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