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) | ₹31296 Cr | ₹4544 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 | 4.04% | 3.9% |
6 Month | 5.86% | 3.65% |
1 Year | 7.39% | 8.49% |
3 Year | 23.13% | 26.86% |
5 Year | 25.77% | 28.07% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.75% | 10.55% |
1 Year | 13.1% | 12.15% |
3 Year | 19.3% | 24.23% |
5 Year | 20.11% | 23.19% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.46% | 9.68% |
3 Year | 14.87% | 9.67% |
5 Year | 14.98% | 11.04% |
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 | 1.05% | 1.17% |
Beta | 0.81% | 0.91% |
Alpha | 1.22% | 3.15% |
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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 | 5.68 | 5.04 |
Large Cap | 41.02 | 44.89 |
Small Cap | 16.22 | 12.9 |
Mid Cap | 37.08 | 36.99 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.68 | 5.04 |
Petroleum Products | 3.54 | 2.68 |
IT - Software | 6.46 | 7.12 |
Pharmaceuticals & Biotechnology | 10.27 | 6.49 |
Industrial Manufacturing | 1.43 | - |
Cement & Cement Products | 4.21 | 1.77 |
Construction | 2.08 | 1.66 |
Banks | 23.08 | 20.32 |
Diversified FMCG | 1.55 | 3.06 |
Non - Ferrous Metals | 2.43 | - |
Auto Components | 8.01 | 2.31 |
Ferrous Metals | 2.2 | 0.79 |
Personal Products | 2.56 | 2.42 |
Telecom - Services | 1.89 | 5.68 |
Capital Markets | 2.77 | 2.93 |
Consumer Durables | 4.3 | 1.23 |
Chemicals & Petrochemicals | 0.71 | 0.93 |
Transport Services | 0.76 | 3.18 |
Finance | 2.87 | 5.27 |
Industrial Products | 1.31 | 0.41 |
Agricultural, Commercial & Construction Vehicles | 2.02 | - |
Gas | 0.33 | - |
Retailing | 1.06 | 0.29 |
Food Products | 0.45 | - |
Healthcare Services | 0.6 | - |
Beverages | 1.11 | - |
Textiles & Apparels | 2.29 | 1.29 |
Leisure Services | 2 | 1.92 |
Power | 2.03 | 2.03 |
Realty | - | 2.9 |
Automobiles | - | 4.25 |
Fertilizers & Agrochemicals | - | 2.25 |
Insurance | - | 3.52 |
Diversified Metals | - | 2.29 |
Oil | - | 2.41 |
Other Consumer Services | - | 0.77 |
Minerals & Mining | - | 1.26 |
Entertainment | - | 0.6 |
Paper, Forest & Jute Products | - | 0.75 |
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