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) | ₹28677 Cr | ₹7943 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 | 1.61 | 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 | 2.19% | 2.2% |
6 Month | -2.51% | -5.1% |
1 Year | 8.97% | 4.44% |
3 Year | 16.56% | 16.32% |
5 Year | 26.21% | 22.28% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.21% | 1.86% |
1 Year | -1.46% | -3.84% |
3 Year | 16.3% | 13.97% |
5 Year | 18.95% | 16.5% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.74% | 16.65% |
3 Year | 14.69% | 15.07% |
5 Year | 14.88% | 14.35% |
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 | 0.65% | 0.61% |
Beta | 0.84% | 0.86% |
Alpha | 0.73% | 0.19% |
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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 | 7.11 | 5.97 |
Large Cap | 40.15 | 43.35 |
Small Cap | 16.88 | 14.48 |
Mid Cap | 35.86 | 36.2 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.15 | 5.77 |
Energy | 3.33 | 4.53 |
Technology | 7.31 | 4.49 |
Basic Materials | 13.6 | 11.06 |
Industrials | 10 | 11.22 |
Consumer Defensive | 5.56 | 6.26 |
Financial Services | 26.38 | 33.79 |
Healthcare | 10.94 | 6.97 |
Consumer Cyclical | 11.6 | 6.92 |
Communication Services | 3 | 5.31 |
Utilities | 2.14 | 1.73 |
Real Estate | - | 1.96 |
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