Axis Growth Opportunities Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
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% |
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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 |
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