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 | 5.58% | 5.57% | 5.57% |
6 Month | -4.15% | -7.21% | -7.21% |
1 Year | 10.36% | 9.73% | 9.73% |
3 Year | 18.18% | 16.39% | 16.39% |
5 Year | 26.91% | 23.13% | 23.13% |
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 | 0.72% | -1.56% | -1.56% |
1 Year | -2.79% | -9.36% | -9.36% |
3 Year | 14.84% | 14.99% | 14.99% |
5 Year | 17.79% | 15.91% | 15.91% |
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 | 0.77% | 0.407% | 0.407% |
Beta | 0.83% | 0.962% | 0.962% |
Alpha | 0.25% | -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 | 6.17 | 6.28 | 6.28 |
Large Cap | 40.14 | 40.11 | 40.11 |
Small Cap | 16.78 | 17.15 | 17.15 |
Mid Cap | 36.91 | 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 | 6.17 | 3.86 | 3.86 |
Petroleum Products | 3.29 | - | - |
IT - Software | 5.89 | - | - |
Pharmaceuticals & Biotechnology | 11.09 | - | - |
Industrial Manufacturing | 1.35 | - | - |
Cement & Cement Products | 4.4 | - | - |
Construction | 2.19 | - | - |
Banks | 21.48 | - | - |
Diversified FMCG | 1.54 | - | - |
Non - Ferrous Metals | 2.74 | - | - |
Auto Components | 7.12 | - | - |
Ferrous Metals | 2.34 | - | - |
Personal Products | 2.42 | - | - |
Telecom - Services | 2.39 | - | - |
Capital Markets | 2.61 | - | - |
Consumer Durables | 4.67 | - | - |
Chemicals & Petrochemicals | 0.81 | - | - |
Transport Services | 0.65 | - | - |
Finance | 3.07 | - | - |
Industrial Products | 1.35 | - | - |
Agricultural, Commercial & Construction Vehicles | 1.87 | - | - |
Gas | 0.3 | - | - |
Retailing | 1 | - | - |
Food Products | 0.5 | - | - |
Automobiles | 1 | - | - |
Healthcare Services | 0.55 | - | - |
Beverages | 1.05 | - | - |
Textiles & Apparels | 2.25 | - | - |
Leisure Services | 1.9 | - | - |
Power | 2.01 | - | - |
Energy | - | 3.14 | 3.14 |
Technology | - | 6.14 | 6.14 |
Consumer Defensive | - | 2.77 | 2.77 |
Financial Services | - | 24.53 | 24.53 |
Utilities | - | 2.41 | 2.41 |
Basic Materials | - | 9.16 | 9.16 |
Consumer Cyclical | - | 16.41 | 16.41 |
Industrials | - | 22.2 | 22.2 |
Communication Services | - | 1.74 | 1.74 |
Healthcare | - | 6.48 | 6.48 |
Real Estate | - | 1.16 | 1.16 |
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