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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) | ₹33348 Cr | ₹4865 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 | -2.67% | -2.94% |
| 6 Month | 8.81% | 7.76% |
| 1 Year | 3.37% | 1.01% |
| 3 Year | 17.07% | 20.57% |
| 5 Year | 23.32% | 24.67% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.16% | 2.67% |
| 1 Year | 7.97% | 3.18% |
| 3 Year | 15.99% | 18.85% |
| 5 Year | 17.71% | 19.77% |
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 | 1.12% | 1.16% |
| Beta | 0.8% | 0.95% |
| Alpha | 1.99% | 2.75% |
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 | 6.44 | 5.97 |
| Large Cap | 38.72 | 45.68 |
| Small Cap | 16.35 | 12.34 |
| Mid Cap | 38.49 | 36 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.99 | 4.46 |
| Energy | 3.17 | 6.38 |
| Technology | 4.37 | 9.45 |
| Basic Materials | 16.87 | 9.27 |
| Industrials | 9.35 | 7.78 |
| Financial Services | 27.34 | 29.97 |
| Consumer Defensive | 5.83 | 5.43 |
| Healthcare | 11.81 | 8.35 |
| Consumer Cyclical | 13.56 | 8.61 |
| Communication Services | 1.16 | 5.78 |
| Utilities | 1.56 | 2.23 |
| Real Estate | - | 2.3 |
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