- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹34065 Cr | ₹4993 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 | 1.6 | 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 | 3.7% | 4.27% |
| 6 Month | 9.45% | 7.71% |
| 1 Year | 6.55% | 3.47% |
| 3 Year | 16.55% | 21.2% |
| 5 Year | 23.81% | 25.91% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.78% | -0.25% |
| 1 Year | 9.36% | 6.06% |
| 3 Year | 14.1% | 16.24% |
| 5 Year | 16.01% | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.02% | 9.38% |
| 3 Year | 15.11% | 10.11% |
| 5 Year | 15.09% | 11.35% |
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 | 0.91% | 1.08% |
| Beta | 0.81% | 0.95% |
| Alpha | 0.45% | 2.88% |
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 | 5.75 | 3.93 |
| Large Cap | 37.79 | 48.52 |
| Small Cap | 15.66 | 12.7 |
| Mid Cap | 40.79 | 34.85 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.41 | 2.42 |
| Energy | 4.26 | 7.34 |
| Technology | 4.19 | 9.66 |
| Basic Materials | 17.26 | 8.43 |
| Industrials | 9.66 | 8.14 |
| Financial Services | 24.87 | 29.29 |
| Consumer Defensive | 6.14 | 5.59 |
| Healthcare | 11.95 | 8.5 |
| Consumer Cyclical | 14.43 | 11.04 |
| Communication Services | 1.42 | 5.03 |
| Utilities | 1.42 | 2.14 |
| Real Estate | - | 2.42 |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.96%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.94%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.69%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.41%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.6%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.37%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
