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SBI Large & MIDCap Fund vs UTI Large & Mid Cap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹33248 Cr | ₹4861 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 | 1.6 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.75% | 3.04% |
| 6 Month | 15.55% | 15.59% |
| 1 Year | 1.81% | -2.04% |
| 3 Year | 17.47% | 21.26% |
| 5 Year | 23.45% | 25.01% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.44% | 3.3% |
| 1 Year | 13.4% | 9.46% |
| 3 Year | 16.71% | 19.5% |
| 5 Year | 17.79% | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.21% | 9.53% |
| 3 Year | 15% | 9.88% |
| 5 Year | 15.04% | 11.21% |
Risk Management
| 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 | 0.92% | 1% |
| Beta | 0.79% | 0.95% |
| Alpha | 1.68% | 3% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.29 | 5.5 |
| Large Cap | 37.66 | 46.55 |
| Small Cap | 16.4 | 12.32 |
| Mid Cap | 38.65 | 35.63 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.76 | 4.07 |
| Energy | 3.1 | 6.34 |
| Technology | 4.42 | 10 |
| Basic Materials | 17.1 | 9.16 |
| Industrials | 9.46 | 7.84 |
| Financial Services | 24.54 | 28.85 |
| Consumer Defensive | 6.49 | 5.68 |
| Healthcare | 12.04 | 8.06 |
| Consumer Cyclical | 14.54 | 9.78 |
| Communication Services | 1.08 | 5.65 |
| Utilities | 1.47 | 2.11 |
| Real Estate | - | 2.46 |
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