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Tata Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹37443 Cr | ₹8683 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 31 Mar 2003 |
| 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% | 10.69% |
| Expense Ratio | 1.6 | 1.77 |
| Manager | Pradeep Kesavan | Chandraprakash Padiyar |
| ISIN Code | INF200K01305 | INF277K01428 |
| 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 | Tata Large & Mid Cap Fund - Regular Plan - 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 | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.83% | -5.3% |
| 6 Month | 0.31% | -8.37% |
| 1 Year | 11.18% | 0.5% |
| 3 Year | 17.26% | 11.45% |
| 5 Year | 18.02% | 13.47% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.18% | -2.54% |
| 1 Year | 14.11% | -0.56% |
| 3 Year | 14.87% | 6.95% |
| 5 Year | 16.2% | 10.88% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 15.51% |
| 3 Year | 15.33% | 15.03% |
| 5 Year | 15.2% | 14.61% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 11.3% |
| Sharp | 1.06% | 0.6% |
| Beta | 0.8% | 0.89% |
| Alpha | 1.23% | -4.08% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Chandraprakash Padiyar |
| Total AUM | ₹434274 Cr | ₹15627 Cr |
| Funds Managed | 43 | 3 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 11.5 | 6.21 |
| Large Cap | 34.42 | 45.46 |
| Mid Cap | 40.51 | 34.88 |
| Small Cap | 13.57 | 13.46 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.93 | 3.72 |
| Energy | 4.43 | 5.06 |
| Technology | 4.99 | 3.15 |
| Basic Materials | 16.06 | 14 |
| Consumer Defensive | 6.91 | 7.54 |
| Industrials | 9.41 | 11.48 |
| Financial Services | 21.46 | 31.44 |
| Healthcare | 12.12 | 4.79 |
| Consumer Cyclical | 15.35 | 5.76 |
| Communication Services | 1.58 | 6.44 |
| Utilities | 1.77 | 2.7 |
| Real Estate | - | 3.92 |
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