Mirae Asset Large & Midcap 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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

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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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Fund SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25613 Cr ₹37853 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 02 Jul 2010
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% 52%
Expense Ratio 1.62 1.53
Manager Pradeep Kesavan Neelesh Surana
ISIN Code INF200K01305 INF769K01101
Exits Load Exit load of 0.10% if redeemed within 30 days./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Month 6.17% 1.35%
6 Month 24.4% 18.56%
1 Year 34.72% 39.12%
3 Year 21.06% 18.2%
5 Year 24.19% 24.42%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.66% 15.7%
3 Year 38.91% 36.34%
5 Year 82.14% 76.77%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Year 24.32% 24.69%
3 Year 62.63% 57.55%
5 Year 88.93% 84.17%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Standard Deviation 11.75% 12.08%
Sharp 1.11% 0.95%
Beta 0.87% 0.91%
Alpha 1.31% -2.47%

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Neelesh Surana
Total AUM ₹434274 Cr ₹49127 Cr
Fund Manage 43 2
SBI Large & MIDCap Fund- Regular Plan -Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 4.58 1.14
Large Cap 43.12 52.15
Small Cap 14.36 9.94
Mid Cap 37.95 36.76

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 2.46 0.88
Financial 20.76 24.25
Energy 5.68 8.68
Technology 8.51 6.48
Metals & Mining 7.38 2.82
Materials 7.45 5.78
Healthcare 10.26 9.96
Services 6.84 7.95
Automobile 9.22 8.26
Consumer Staples 5.38 3.77
Insurance 1.27 1.23
Consumer Discretionary 5.2 3.05
Chemicals 1.14 2.47
Capital Goods 3.07 3.67
Construction 1.36 5.21
Communication 2.48 3.5
Textiles 1.55 1.04
Diversified - 0.99

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