LIC MF 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 LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹25613 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 28 Feb 1993 05 Feb 2015 05 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 25% % 46%
Expense Ratio 1.62 1.91 1.91
Manager Pradeep Kesavan Yogesh Patil Yogesh Patil
ISIN Code INF200K01305 INF767K01NB5 INF767K01NB5
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month -4.86% -4.56% -4.56%
6 Month 8.3% 10.09% 10.09%
1 Year 27.67% 35.43% 35.43%
3 Year 16.23% 15.09% 15.09%
5 Year 20.81% 18.99% 18.99%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month - - -
1 Year 22.36% 27.47% 27.47%
3 Year 23.25% 24.91% 24.91%
5 Year 24.22% 22.92% 22.92%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 14.63% 13.43% 13.43%
3 Year 14.55% 15.11% 15.11%
5 Year 14.82% 14% 14%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 11.75% 12.59% 12.59%
Sharp 0.89% 0.73% 0.73%
Beta 0.87% 0.92% 0.92%
Alpha 1.41% -0.42% -0.42%

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Pradeep Kesavan Yogesh Patil Yogesh Patil
Total AUM ₹434274 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 43 7 7
SBI Large & MIDCap Fund- Regular Plan -Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 4.82 5.39 5.39
Large Cap 40.52 40.58 40.58
Small Cap 16.77 17.2 17.2
Mid Cap 37.89 36.85 36.85

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 4.82 1.83 1.83
Petroleum Products 3.84 - -
IT - Software 8.6 - -
Pharmaceuticals & Biotechnology 8.94 - -
Industrial Manufacturing 1.31 - -
Cement & Cement Products 5.47 - -
Diversified FMCG 1.65 - -
Non - Ferrous Metals 3.54 - -
Banks 14.73 - -
Auto Components 5.89 - -
Ferrous Metals 2.23 - -
Personal Products 3.08 - -
Telecom - Services 3.49 - -
Insurance 1.26 0.9 0.9
Capital Markets 2.81 - -
Consumer Durables 7.04 - -
Chemicals & Petrochemicals 1.11 - -
Transport Services 1.09 - -
Finance 3.72 - -
Industrial Products 1.73 - -
Construction 1.3 0.8 0.8
Agricultural, Commercial & Construction Vehicles 0.89 - -
Gas 0.29 - -
Retailing 1.1 - -
Food Products 0.62 - -
Automobiles 1.16 - -
Healthcare Services 0.73 - -
Beverages 0.85 - -
Textiles & Apparels 1.76 - -
Leisure Services 2.05 - -
Power 2.9 - -
Energy - 3.98 3.98
Technology - 4.09 4.09
Financial - 27.22 27.22
Consumer Staples - 3.81 3.81
Materials - 2.95 2.95
Chemicals - 3.69 3.69
Services - 12.7 12.7
Automobile - 10.06 10.06
Capital Goods - 18.23 18.23
Consumer Discretionary - 2.26 2.26
Communication - 0.96 0.96
Healthcare - 2.87 2.87
Diversified - 1.71 1.71
Metals & Mining - 1.18 1.18
Textiles - 0.78 0.78

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