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UTI Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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

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