SBI Large & MIDCap Fund vs UTI Large & Mid Cap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹28677 Cr	₹4047 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	30 Jul 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	25%	32%
Expense Ratio	1.61	1.9
Manager	Pradeep Kesavan	V Srivatsa
ISIN Code	INF200K01305	INF789F01869
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	UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	7.45%	6.59%
6 Month	2.06%	2.07%
1 Year	12.3%	15.02%
3 Year	20.92%	25.29%
5 Year	27.75%	30.4%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	0.72%	-0.03%
1 Year	-2.79%	-5.06%
3 Year	14.84%	19.19%
5 Year	17.79%	20.53%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	14.74%	9.5%
3 Year	14.69%	9.15%
5 Year	14.88%	10.86%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.75%	12.33%
Sharp	0.77%	1%
Beta	0.83%	0.92%
Alpha	0.25%	3.43%

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Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	V Srivatsa
Total AUM	₹434274 Cr	₹7921 Cr
Funds Managed	43	3
	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	6.17	3.89
Large Cap	40.14	45.7
Small Cap	16.78	12.98
Mid Cap	36.91	37.27

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	6.17	3.89
Petroleum Products	3.29	1.87
IT - Software	5.89	7.3
Pharmaceuticals & Biotechnology	11.09	7.06
Industrial Manufacturing	1.35	-
Cement & Cement Products	4.4	1.88
Construction	2.19	1.77
Banks	21.48	20.82
Diversified FMCG	1.54	3.13
Non - Ferrous Metals	2.74	-
Auto Components	7.12	2.2
Ferrous Metals	2.34	1.09
Personal Products	2.42	2.28
Telecom - Services	2.39	5.38
Capital Markets	2.61	2.77
Consumer Durables	4.67	1.37
Chemicals & Petrochemicals	0.81	0.7
Transport Services	0.65	3.36
Finance	3.07	5.53
Industrial Products	1.35	0.46
Agricultural, Commercial & Construction Vehicles	1.87	-
Gas	0.3	0.09
Retailing	1	0.28
Food Products	0.5	-
Automobiles	1	5.02
Healthcare Services	0.55	-
Beverages	1.05	-
Textiles & Apparels	2.25	1.17
Leisure Services	1.9	1.88
Power	2.01	2.04
Realty	-	2.84
Fertilizers & Agrochemicals	-	2.61
Insurance	-	3.34
Diversified Metals	-	2.8
Oil	-	1.28
Other Consumer Services	-	0.81
Minerals & Mining	-	1.42
Entertainment	-	0.61
Paper, Forest & Jute Products	-	0.79