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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) | ₹34065 Cr | ₹8510 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 | 2.83% | 3.12% |
| 6 Month | 9.45% | 5.18% |
| 1 Year | 6.55% | -0.35% |
| 3 Year | 16.55% | 13.93% |
| 5 Year | 23.81% | 19.72% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.78% | -1.27% |
| 1 Year | 9.36% | 2.73% |
| 3 Year | 14.1% | 9.24% |
| 5 Year | 16.01% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.02% | 15.92% |
| 3 Year | 15.11% | 15.25% |
| 5 Year | 15.09% | 14.51% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.29% | 12.58% |
| Sharp | 0.84% | 0.59% |
| Beta | 0.81% | 0.89% |
| Alpha | -0.12% | -3.26% |
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 | 5.75 | 7.72 |
| Large Cap | 37.79 | 43.92 |
| Small Cap | 15.66 | 14.32 |
| Mid Cap | 40.79 | 34.04 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.41 | 5.85 |
| Energy | 4.26 | 4.49 |
| Technology | 4.19 | 3.38 |
| Basic Materials | 17.26 | 14.29 |
| Industrials | 9.66 | 9.83 |
| Financial Services | 24.87 | 31.25 |
| Consumer Defensive | 6.14 | 7.56 |
| Healthcare | 11.95 | 5.63 |
| Consumer Cyclical | 14.43 | 5.5 |
| Communication Services | 1.42 | 5.82 |
| Utilities | 1.42 | 2.45 |
| Real Estate | - | 3.93 |
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