SBI Large & MIDCap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon SBI Large & MIDCap 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 HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Fund HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21432 Cr ₹25613 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 28 Feb 1993
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 9.01% 25%
Expense Ratio 1.68 1.62
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179KA1RT1 INF200K01305
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 1.53% -4.36%
6 Month 20.52% 11.57%
1 Year 45.39% 36.36%
3 Year 26.17% 18.01%
5 Year 26.63% 21.7%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month - -
1 Year 18.92% 15.66%
3 Year 50.79% 38.91%
5 Year 101.91% 82.14%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 11.44% 14.6%
3 Year 10.39% 14.48%
5 Year 11.1% 14.84%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation 12.97% 11.75%
Sharp 1.37% 1.09%
Beta 0.96% 0.88%
Alpha 3.24% 1.61%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Large and Mid Cap Fund - Growth Option SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 3.49 4.58
Large Cap 49.85 43.12
Small Cap 12.27 14.36
Mid Cap 34.39 37.95

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 2.51 2.46
Automobiles 3.09 -
Telecom - Services 2.16 -
Petroleum Products 2.8 -
IT - Software 7.09 -
Auto Components 4.17 -
Construction 1.57 1.36
Pharmaceuticals & Biotechnology 8.21 -
IT - Services 0.08 -
Industrial Manufacturing 1 -
Cement & Cement Products 1.47 -
Finance 9.38 -
Healthcare Services 2.45 -
Banks 20.09 -
Diversified FMCG 0.81 -
Non - Ferrous Metals 0.48 -
Realty 2.19 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Chemicals & Petrochemicals 2.06 -
Leisure Services 1.82 -
Aerospace & Defense 2.87 -
Ferrous Metals 1.34 -
Fertilizers & Agrochemicals 1 -
Telecom - Equipment & Accessories 0.21 -
Consumer Durables 2.77 -
Insurance 2.48 1.27
Electrical Equipment 0.66 -
Personal Products 0.52 -
Transport Services 1.33 -
Industrial Products 1.98 -
Gas 1.44 -
Beverages 0.6 -
Entertainment 0.75 -
Agricultural Food & other Products 0.6 -
Oil 0.77 -
Retailing 1.83 -
Capital Markets 0.75 -
Financial Technology (Fintech) 0.52 -
Power 2.55 -
Commercial Services & Supplies 0.46 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.06 -
Financial - 20.76
Energy - 5.68
Technology - 8.51
Metals & Mining - 7.38
Materials - 7.45
Healthcare - 10.26
Services - 6.84
Automobile - 9.22
Consumer Staples - 5.38
Consumer Discretionary - 5.2
Chemicals - 1.14
Capital Goods - 3.07
Communication - 2.48
Textiles - 1.55

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