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SBI Large & MIDCap Fund vs LIC MF Large & Mid Cap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹28677 Cr | ₹2916 Cr | ₹2916 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 25 May 2005 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 25% | % | 46% |
| Expense Ratio | 1.61 | 1.9 | 1.9 |
| Manager | Pradeep Kesavan | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF200K01305 | INF767K01NB5 | INF767K01NB5 |
| Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 1.9% | 0.59% | 0.59% |
| 6 Month | -2.67% | -5.74% | -5.74% |
| 1 Year | 8.62% | 8.43% | 8.43% |
| 3 Year | 16.42% | 14.92% | 14.92% |
| 5 Year | 25.53% | 22.3% | 22.3% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.21% | -0.88% | -0.88% |
| 1 Year | -1.46% | -7.04% | -7.04% |
| 3 Year | 16.3% | 16.85% | 16.85% |
| 5 Year | 18.95% | 17.23% | 17.23% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 14.74% | 13.91% | 13.91% |
| 3 Year | 14.69% | 15.15% | 15.15% |
| 5 Year | 14.88% | 14.36% | 14.36% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.75% | 15.222% | 15.222% |
| Sharp | 0.65% | 0.407% | 0.407% |
| Beta | 0.84% | 0.962% | 0.962% |
| Alpha | 0.73% | -0.018% | -0.018% |
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Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹434274 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 43 | 7 | 7 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 7.11 | 6.28 | 6.28 |
| Large Cap | 40.15 | 40.11 | 40.11 |
| Small Cap | 16.88 | 17.15 | 17.15 |
| Mid Cap | 35.86 | 36.45 | 36.45 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.15 | 3.86 | 3.86 |
| Energy | 3.33 | 3.14 | 3.14 |
| Technology | 7.31 | 6.14 | 6.14 |
| Basic Materials | 13.6 | 9.16 | 9.16 |
| Industrials | 10 | 22.2 | 22.2 |
| Consumer Defensive | 5.56 | 2.77 | 2.77 |
| Financial Services | 26.38 | 24.53 | 24.53 |
| Healthcare | 10.94 | 6.48 | 6.48 |
| Consumer Cyclical | 11.6 | 16.41 | 16.41 |
| Communication Services | 3 | 1.74 | 1.74 |
| Utilities | 2.14 | 2.41 | 2.41 |
| Real Estate | - | 1.16 | 1.16 |
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