UTI Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28677 Cr | ₹4047 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 May 2005 | 30 Jul 2005 |
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% | 32% |
Expense Ratio | 1.61 | 1.9 |
Manager | Pradeep Kesavan | V Srivatsa |
ISIN Code | INF200K01305 | INF789F01869 |
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 | UTI Large & Mid Cap Fund - 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.62% | 6.09% |
6 Month | 3.14% | 2.48% |
1 Year | 12.08% | 14.65% |
3 Year | 21.09% | 25.25% |
5 Year | 28.07% | 30.49% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.28% | 5.54% |
1 Year | 5.47% | 4.96% |
3 Year | 17.9% | 22.97% |
5 Year | 19.48% | 22.62% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.74% | 9.5% |
3 Year | 14.69% | 9.15% |
5 Year | 14.88% | 10.86% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.75% | 12.33% |
Sharp | 0.77% | 1% |
Beta | 0.83% | 0.92% |
Alpha | 0.25% | 3.43% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | V Srivatsa |
Total AUM | ₹434274 Cr | ₹7921 Cr |
Funds Managed | 43 | 3 |
SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.17 | 3.89 |
Large Cap | 40.14 | 45.7 |
Small Cap | 16.78 | 12.98 |
Mid Cap | 36.91 | 37.27 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.17 | 3.89 |
Petroleum Products | 3.29 | 1.87 |
IT - Software | 5.89 | 7.3 |
Pharmaceuticals & Biotechnology | 11.09 | 7.06 |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | 1.88 |
Construction | 2.19 | 1.77 |
Banks | 21.48 | 20.82 |
Diversified FMCG | 1.54 | 3.13 |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | 2.2 |
Ferrous Metals | 2.34 | 1.09 |
Personal Products | 2.42 | 2.28 |
Telecom - Services | 2.39 | 5.38 |
Capital Markets | 2.61 | 2.77 |
Consumer Durables | 4.67 | 1.37 |
Chemicals & Petrochemicals | 0.81 | 0.7 |
Transport Services | 0.65 | 3.36 |
Finance | 3.07 | 5.53 |
Industrial Products | 1.35 | 0.46 |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | 0.09 |
Retailing | 1 | 0.28 |
Food Products | 0.5 | - |
Automobiles | 1 | 5.02 |
Healthcare Services | 0.55 | - |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | 1.17 |
Leisure Services | 1.9 | 1.88 |
Power | 2.01 | 2.04 |
Realty | - | 2.84 |
Fertilizers & Agrochemicals | - | 2.61 |
Insurance | - | 3.34 |
Diversified Metals | - | 2.8 |
Oil | - | 1.28 |
Other Consumer Services | - | 0.81 |
Minerals & Mining | - | 1.42 |
Entertainment | - | 0.61 |
Paper, Forest & Jute Products | - | 0.79 |
Top Comparisons
PGIM India Gilt Fund - Growth
3Y Returns7.81%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.6%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns18.74%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns22.3%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns26.53%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns19.72%