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SBI Large & MIDCap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Fund HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹26849 Cr ₹33031 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 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 9.01% 25%
Expense Ratio 1.66 1.6
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179KA1RT1 INF200K01305
Exits Load HDFC Large and Mid Cap Fund - Regular - 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 HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month -2.56% -0.89%
6 Month 7.52% 8.51%
1 Year -2.04% 2.13%
3 Year 21.36% 19.22%
5 Year 27.2% 24.69%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month 6.34% 6.6%
1 Year 8.64% 11.27%
3 Year 19.83% 17.98%
5 Year 21.45% 19.17%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 13.53% 14.21%
3 Year 11.24% 15%
5 Year 11.53% 15.04%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 14.53% 11.75%
Sharp 1.25% 1.34%
Beta 1.01% 0.81%
Alpha 4.47% 1.71%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.83 5.9
Large Cap 45.07 41.23
Small Cap 14.56 15.79
Mid Cap 35.53 37.08

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 1.78 4.4
Communication Services 3.31 1.79
Basic Materials 6.4 16.52
Energy 3.2 3.45
Technology 9.69 4.72
Consumer Cyclical 12.95 13.35
Healthcare 12.12 10.28
Industrials 11.12 9.61
Financial Services 31.13 28.71
Consumer Defensive 2.5 5.41
Real Estate 2.01 -
Utilities 3.78 1.76

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