SBI Large & MIDCap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
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) | ₹23140 Cr | ₹28677 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 25 May 2005 |
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 | 1.66 | 1.61 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179KA1RT1 | INF200K01305 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 7.55% | 5.95% |
6 Month | -12.86% | -9.22% |
1 Year | 7.75% | 11.2% |
3 Year | 19.39% | 16.58% |
5 Year | 31.02% | 28.04% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -4.61% | -2.81% |
1 Year | -9.32% | -3.96% |
3 Year | 17.95% | 15.87% |
5 Year | 21.63% | 19.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 14.17% | 14.74% |
3 Year | 10.86% | 14.69% |
5 Year | 11.39% | 14.88% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 14.902% | 11.75% |
Sharp | 0.746% | 0.69% |
Beta | 1.012% | 0.85% |
Alpha | 4.586% | 1.2% |
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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 |
Funds Managed | 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 | 1.86 | 6.69 |
Large Cap | 46.7 | 39.72 |
Small Cap | 15.1 | 18.23 |
Mid Cap | 36.35 | 35.36 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 1.03 | 5.57 |
Communication Services | 2.8 | 3.27 |
Basic Materials | 5.38 | 11.76 |
Energy | 3.19 | 3.35 |
Technology | 11.17 | 8.74 |
Consumer Cyclical | 13.16 | 12.56 |
Healthcare | 12.81 | 9.85 |
Industrials | 11.76 | 10.81 |
Financial Services | 30.96 | 24.7 |
Consumer Defensive | 2.49 | 7 |
Utilities | 3.91 | 2.4 |
Real Estate | 1.35 | - |
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