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) | ₹33348 Cr | ₹3101 Cr | ₹3101 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 | 1.6 | 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 | -1.73% | -2.58% | -2.58% |
6 Month | 11.09% | 10.99% | 10.99% |
1 Year | 5.14% | -1.02% | -1.02% |
3 Year | 17.38% | 15.14% | 15.14% |
5 Year | 23.54% | 20.61% | 20.61% |
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 | 4.16% | 1.96% | 1.96% |
1 Year | 7.97% | 1.13% | 1.13% |
3 Year | 15.99% | 15.95% | 15.95% |
5 Year | 17.71% | 15.88% | 15.88% |
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 | 14.21% | 13.18% | 13.18% |
3 Year | 15% | 15.19% | 15.19% |
5 Year | 15.04% | 15.17% | 15.17% |
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% | 14.76% | 14.76% |
Sharp | 1.12% | 0.72% | 0.72% |
Beta | 0.8% | 0.98% | 0.98% |
Alpha | 1.99% | 1.41% | 1.41% |
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 | 6.44 | 4.14 | 4.14 |
Large Cap | 38.72 | 40.93 | 40.93 |
Small Cap | 16.35 | 19.44 | 19.44 |
Mid Cap | 38.49 | 35.49 | 35.49 |
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 | 4.99 | 2.42 | 2.42 |
Energy | 3.17 | 1.9 | 1.9 |
Technology | 4.37 | 6.11 | 6.11 |
Basic Materials | 16.87 | 7.85 | 7.85 |
Industrials | 9.35 | 22.71 | 22.71 |
Financial Services | 27.34 | 25.01 | 25.01 |
Consumer Defensive | 5.83 | 5.42 | 5.42 |
Healthcare | 11.81 | 7.32 | 7.32 |
Consumer Cyclical | 13.56 | 15.27 | 15.27 |
Communication Services | 1.16 | 1.99 | 1.99 |
Utilities | 1.56 | 2.57 | 2.57 |
Real Estate | - | 1.44 | 1.44 |
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