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

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

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HDFC Large and Mid Cap Fund - Growth Option

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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)	₹28892 Cr	₹37443 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	-0.66%	0.42%
6 Month	0.34%	3.49%
1 Year	9.69%	13.93%
3 Year	19.89%	17.88%
5 Year	19.97%	18.26%

SIP Return Analysis

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	0.86%	2.76%
1 Year	9.97%	14.12%
3 Year	13.89%	14.68%
5 Year	16.87%	15.97%

Rolling Lumpsum Returns

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	13.14%	13.52%
3 Year	13.28%	15.31%
5 Year	12.34%	15.2%

Risk Management

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	12.97%	11.75%
Sharp	1.01%	1.06%
Beta	1.01%	0.8%
Alpha	0.78%	1.23%

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	5.09	8.57
Large Cap	44.28	36.05
Small Cap	11.85	13.86
Mid Cap	38.78	41.51

Sector Allocation

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	1.02	4.39
Communication Services	3.22	1.53
Energy	3.16	4.37
Technology	10.31	5.06
Consumer Cyclical	13.64	15.47
Healthcare	12.4	12.23
Basic Materials	6.59	16.28
Consumer Defensive	2.91	6.42
Industrials	9.77	9.21
Financial Services	31.25	23.24
Real Estate	2.34	-
Utilities	3.4	1.8

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