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) | ₹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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