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) | ₹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 |
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