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 | 3.79% | 2.16% |
6 Month | 2.09% | -0.16% |
1 Year | 10.57% | 5.66% |
3 Year | 20.08% | 18.92% |
5 Year | 28.07% | 24.6% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.28% | 5.29% |
1 Year | 5.47% | 2.61% |
3 Year | 17.9% | 15.23% |
5 Year | 19.48% | 16.92% |
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 | 0.77% | 0.75% |
Beta | 0.83% | 0.85% |
Alpha | 0.25% | -0.02% |
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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 | 6.17 | 6.01 |
Large Cap | 40.14 | 44.09 |
Small Cap | 16.78 | 14.34 |
Mid Cap | 36.91 | 35.56 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.17 | 6.01 |
Petroleum Products | 3.29 | 4.43 |
IT - Software | 5.89 | 2.87 |
Pharmaceuticals & Biotechnology | 11.09 | 4.11 |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | 3.61 |
Construction | 2.19 | 1.57 |
Banks | 21.48 | 23.92 |
Diversified FMCG | 1.54 | 1.49 |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | 3.14 |
Ferrous Metals | 2.34 | - |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | 5.62 |
Capital Markets | 2.61 | 2.62 |
Consumer Durables | 4.67 | 0.81 |
Chemicals & Petrochemicals | 0.81 | 2.72 |
Transport Services | 0.65 | - |
Finance | 3.07 | 6.67 |
Industrial Products | 1.35 | 3.82 |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | 0.7 |
Retailing | 1 | 1.1 |
Food Products | 0.5 | - |
Automobiles | 1 | 1.76 |
Healthcare Services | 0.55 | 3.1 |
Beverages | 1.05 | 4.55 |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | 1.02 |
Power | 2.01 | 1.25 |
Electrical Equipment | - | 0.82 |
Diversified | - | 1.97 |
Realty | - | 1.98 |
Fertilizers & Agrochemicals | - | 4.41 |
Commercial Services & Supplies | - | 3.27 |
Agricultural Food & other Products | - | 0.66 |
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