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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) | ₹26158 Cr | ₹33248 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 | 3.46% | 2.75% |
| 6 Month | 17.89% | 15.55% |
| 1 Year | -1.63% | 1.81% |
| 3 Year | 20.52% | 17.47% |
| 5 Year | 25.58% | 23.45% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.07% | 4.44% |
| 1 Year | 12.32% | 13.4% |
| 3 Year | 18.23% | 16.71% |
| 5 Year | 19.9% | 17.79% |
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 | 14.05% | 11.75% |
| Sharp | 0.85% | 0.92% |
| Beta | 1.03% | 0.79% |
| Alpha | 4.53% | 1.68% |
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 | 4.17 | 7.29 |
| Large Cap | 44.14 | 37.66 |
| Small Cap | 13.55 | 16.4 |
| Mid Cap | 38.13 | 38.65 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.21 | 5.76 |
| Communication Services | 3.21 | 1.08 |
| Energy | 2.98 | 3.1 |
| Technology | 9.8 | 4.42 |
| Consumer Cyclical | 14.27 | 14.54 |
| Healthcare | 12.67 | 12.04 |
| Basic Materials | 6.48 | 17.1 |
| Consumer Defensive | 2.64 | 6.49 |
| Industrials | 10.77 | 9.46 |
| Financial Services | 29.96 | 24.54 |
| Real Estate | 2.41 | - |
| Utilities | 3.6 | 1.47 |
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