SBI Large & MIDCap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18624 Cr | ₹28677 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jul 1998 | 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 | 55% | 25% |
Expense Ratio | 1.7 | 1.61 |
Manager | Sharmila D'mello | Pradeep Kesavan |
ISIN Code | INF109K01431 | INF200K01305 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 5.26% | 4.79% |
6 Month | -9.69% | -9.93% |
1 Year | 9.56% | 8.53% |
3 Year | 19.22% | 15.24% |
5 Year | 32.48% | 28.64% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -0.68% | -2.81% |
1 Year | -1.37% | -3.96% |
3 Year | 20.65% | 15.87% |
5 Year | 23.44% | 19.22% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 15.75% | 14.74% |
3 Year | 15.59% | 14.69% |
5 Year | 15.62% | 14.88% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 12.563% | 11.75% |
Sharp | 0.987% | 0.69% |
Beta | 0.848% | 0.85% |
Alpha | 6.911% | 1.2% |
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Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Sharmila D'mello | Pradeep Kesavan |
Total AUM | ₹354743 Cr | ₹434274 Cr |
Funds Managed | 35 | 43 |
ICICI Prudential Large & Mid Cap Fund - Growth | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 6.9 | 6.69 |
Large Cap | 45.29 | 39.72 |
Mid Cap | 37.45 | 35.36 |
Small Cap | 10.36 | 18.23 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 6.59 | 5.57 |
Basic Materials | 13.72 | 11.76 |
Energy | 3.45 | 3.35 |
Technology | 3.66 | 8.74 |
Healthcare | 4.64 | 9.85 |
Consumer Defensive | 8.68 | 7 |
Industrials | 7.93 | 10.81 |
Financial Services | 22.79 | 24.7 |
Consumer Cyclical | 23.75 | 12.56 |
Real Estate | 0 | - |
Communication Services | 2.43 | 3.27 |
Utilities | 2.34 | 2.4 |
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