Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Growth Opportunities Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Growth Opportunities Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹28677 Cr ₹13522 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 May 2005 22 Oct 2018
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% 23%
Expense Ratio 1.61 1.7
Manager Pradeep Kesavan Shreyash Devalkar
ISIN Code INF200K01305 INF846K01J79
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 Axis Growth Opportunities 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 Axis Growth Opportunities Fund - Regular Plan - Growth
1 Month -2.9% -3.99%
6 Month -12.59% -14.09%
1 Year 8.74% 4.95%
3 Year 15.67% 13.26%
5 Year 21.87% 21.62%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month -7.17% -10.06%
1 Year -10.34% -14.02%
3 Year 13.16% 13.8%
5 Year 17.78% 16.25%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 14.74% 20.92%
3 Year 14.69% 20.13%
5 Year 14.88% 21.6%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Standard Deviation 11.75% 15.057%
Sharp 0.69% 0.476%
Beta 0.85% 0.941%
Alpha 1.2% 1.093%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Name Pradeep Kesavan Shreyash Devalkar
Total AUM ₹434274 Cr ₹166770 Cr
Funds Managed 43 14
SBI Large & MIDCap Fund- Regular Plan -Growth Axis Growth Opportunities Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 6.69 15.9
Large Cap 39.72 42.68
Small Cap 18.23 5.99
Mid Cap 35.36 35.43

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 5.57 6.5
Energy 3.35 1.88
Technology 8.74 14.36
Basic Materials 11.76 5.34
Industrials 10.81 11.46
Consumer Defensive 7 3.13
Financial Services 24.7 22.37
Healthcare 9.85 9.95
Consumer Cyclical 12.56 12.64
Communication Services 3.27 5.12
Utilities 2.4 4.36
Real Estate - 2.88

Top Comparisons

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.98%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns6.14%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns18.26%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns6.21%

VS

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.59%

Compare Now

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns15.72%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now
Add to Cart Successfully