Sundaram Large and Midcap Fund Regular Plan vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹31296 Cr	₹6470 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	25 May 2005	27 Feb 2007
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%	25%
Expense Ratio	1.6	1.85
Manager	Pradeep Kesavan	Ashish Aggarwal
ISIN Code	INF200K01305	INF903J01DT1
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	Sundaram Large and 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	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	1.35%	1.93%
6 Month	2.74%	-1.31%
1 Year	5.27%	2.24%
3 Year	23.25%	21.48%
5 Year	25.3%	22.8%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	4.51%	5.47%
1 Year	4.18%	2.69%
3 Year	16.58%	16.13%
5 Year	18.62%	16.8%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	14.46%	11.11%
3 Year	14.87%	14.14%
5 Year	14.98%	12.65%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	11.75%	14.877%
Sharp	1.05%	0.357%
Beta	0.81%	0.998%
Alpha	1.22%	-1.131%

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Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Pradeep Kesavan	Ashish Aggarwal
Total AUM	₹434274 Cr	₹9635 Cr
Funds Managed	43	7
	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	5.68	3.47
Large Cap	41.02	52.13
Small Cap	16.22	8.46
Mid Cap	37.08	35.95

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	5.68	3.47
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	-	6.53
Technology	-	7.5
Communication Services	-	5.74
Basic Materials	-	4.8
Industrials	-	12.24
Financial Services	-	23.3
Healthcare	-	9.93
Consumer Cyclical	-	16.44
Real Estate	-	2.54
Consumer Defensive	-	5.14
Utilities	-	2.39