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SBI Large & MIDCap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
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) | ₹28980 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 | 0.2% | 1.12% |
| 6 Month | -0.33% | 2.86% |
| 1 Year | 8.7% | 12.96% |
| 3 Year | 20.07% | 18.09% |
| 5 Year | 20.28% | 18.59% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | -0.09% | 2.18% |
| 1 Year | 8.93% | 14.11% |
| 3 Year | 13.71% | 14.87% |
| 5 Year | 16.85% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.13% | 13.51% |
| 3 Year | 13.32% | 15.33% |
| 5 Year | 12.35% | 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 | 11.5 |
| Large Cap | 44.33 | 34.42 |
| Small Cap | 11.8 | 13.57 |
| Mid Cap | 38.88 | 40.51 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 0.96 | 5.93 |
| Communication Services | 3.21 | 1.58 |
| Energy | 3.29 | 4.43 |
| Technology | 10.03 | 4.99 |
| Consumer Cyclical | 14.04 | 15.35 |
| Healthcare | 12.07 | 12.12 |
| Basic Materials | 6.95 | 16.06 |
| Consumer Defensive | 2.84 | 6.91 |
| Industrials | 9.77 | 9.41 |
| Financial Services | 31.14 | 21.46 |
| Real Estate | 2.29 | - |
| Utilities | 3.41 | 1.77 |
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