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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) | ₹33248 Cr | ₹8501 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 | 2.58% | 1.71% |
| 6 Month | 16.12% | 12.4% |
| 1 Year | 1.6% | -5.07% |
| 3 Year | 17.42% | 14.17% |
| 5 Year | 23.41% | 19.41% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.44% | 1.08% |
| 1 Year | 13.4% | 5.18% |
| 3 Year | 16.71% | 11.71% |
| 5 Year | 17.79% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.21% | 16.09% |
| 3 Year | 15% | 15.41% |
| 5 Year | 15.04% | 14.46% |
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 | 0.92% | 0.63% |
| Beta | 0.79% | 0.88% |
| Alpha | 1.68% | -1.81% |
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 | 6.44 | 8.71 |
| Large Cap | 38.72 | 43.85 |
| Small Cap | 16.35 | 13.17 |
| Mid Cap | 38.49 | 34.26 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.99 | 7.61 |
| Energy | 3.17 | 4.44 |
| Technology | 4.37 | 2.43 |
| Basic Materials | 16.87 | 14.62 |
| Industrials | 9.35 | 10.01 |
| Financial Services | 27.34 | 31.09 |
| Consumer Defensive | 5.83 | 6.3 |
| Healthcare | 11.81 | 6.77 |
| Consumer Cyclical | 13.56 | 5.22 |
| Communication Services | 1.16 | 5.67 |
| Utilities | 1.56 | 2.18 |
| Real Estate | - | 3.67 |
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