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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 | 1.9% | 3.61% |
| 6 Month | -2.67% | -4.21% |
| 1 Year | 8.62% | 10.61% |
| 3 Year | 16.42% | 21.2% |
| 5 Year | 25.53% | 28.33% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.21% | 1.09% |
| 1 Year | -1.46% | -2.25% |
| 3 Year | 16.3% | 21.37% |
| 5 Year | 18.95% | 22.07% |
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 | 0.65% | 0.81% |
| Beta | 0.84% | 0.92% |
| Alpha | 0.73% | 3.15% |
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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 | 7.11 | 5.62 |
| Large Cap | 40.15 | 44.64 |
| Small Cap | 16.88 | 12.55 |
| Mid Cap | 35.86 | 37.19 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.15 | 3.44 |
| Energy | 3.33 | 2.44 |
| Technology | 7.31 | 8.04 |
| Basic Materials | 13.6 | 11.45 |
| Industrials | 10 | 6.02 |
| Consumer Defensive | 5.56 | 6.43 |
| Financial Services | 26.38 | 33.25 |
| Healthcare | 10.94 | 6.82 |
| Consumer Cyclical | 11.6 | 11.34 |
| Communication Services | 3 | 6.29 |
| Utilities | 2.14 | 2.07 |
| Real Estate | - | 2.42 |
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