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) | ₹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 |
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