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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) | ₹31296 Cr | ₹3055 Cr | ₹3055 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 | 4.1% | 3.46% | 3.46% |
| 6 Month | 6.29% | 2.39% | 2.39% |
| 1 Year | 7.64% | 4.8% | 4.8% |
| 3 Year | 23.27% | 22.01% | 22.01% |
| 5 Year | 26.09% | 23.58% | 23.58% |
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 | 9.75% | 10.87% | 10.87% |
| 1 Year | 13.1% | 11.06% | 11.06% |
| 3 Year | 19.3% | 21.21% | 21.21% |
| 5 Year | 20.11% | 19.25% | 19.25% |
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 | 14.46% | 13.54% | 13.54% |
| 3 Year | 14.87% | 15.07% | 15.07% |
| 5 Year | 14.98% | 14.97% | 14.97% |
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% | 15.78% | 15.78% |
| Sharp | 1.05% | 0.75% | 0.75% |
| Beta | 0.81% | 0.98% | 0.98% |
| Alpha | 1.22% | 1.26% | 1.26% |
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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 | 5.68 | 6.28 | 6.28 |
| Large Cap | 41.02 | 40.11 | 40.11 |
| Small Cap | 16.22 | 17.15 | 17.15 |
| Mid Cap | 37.08 | 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 | 5.68 | 3.86 | 3.86 |
| Petroleum Products | 3.54 | - | - |
| IT - Software | 6.46 | - | - |
| Pharmaceuticals & Biotechnology | 10.27 | - | - |
| Industrial Manufacturing | 1.43 | - | - |
| Cement & Cement Products | 4.21 | - | - |
| Construction | 2.08 | - | - |
| Banks | 23.08 | - | - |
| Diversified FMCG | 1.55 | - | - |
| Non - Ferrous Metals | 2.43 | - | - |
| Auto Components | 8.01 | - | - |
| Ferrous Metals | 2.2 | - | - |
| Personal Products | 2.56 | - | - |
| Telecom - Services | 1.89 | - | - |
| Capital Markets | 2.77 | - | - |
| Consumer Durables | 4.3 | - | - |
| Chemicals & Petrochemicals | 0.71 | - | - |
| Transport Services | 0.76 | - | - |
| Finance | 2.87 | - | - |
| Industrial Products | 1.31 | - | - |
| Agricultural, Commercial & Construction Vehicles | 2.02 | - | - |
| Gas | 0.33 | - | - |
| Retailing | 1.06 | - | - |
| Food Products | 0.45 | - | - |
| Healthcare Services | 0.6 | - | - |
| Beverages | 1.11 | - | - |
| Textiles & Apparels | 2.29 | - | - |
| Leisure Services | 2 | - | - |
| Power | 2.03 | - | - |
| 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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