SBI Large & MIDCap Fund vs LIC MF Large & Mid Cap 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 ₹500 ₹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 6.17% 4.98% 4.98%
6 Month 24.4% 34.07% 34.07%
1 Year 34.72% 48.16% 48.16%
3 Year 21.06% 19.02% 19.02%
5 Year 24.19% 22.63% 22.63%

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 15.66% 20.85% 20.85%
3 Year 38.91% 40.07% 40.07%
5 Year 82.14% 73.9% 73.9%

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 24.32% 22.45% 22.45%
3 Year 62.63% 56.29% 56.29%
5 Year 88.93% 85.03% 85.03%

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 1.11% 0.95% 0.95%
Beta 0.87% 0.93% 0.93%
Alpha 1.31% -0.56% -0.56%

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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 4.58 5.39 5.39
Large Cap 43.12 40.58 40.58
Small Cap 14.36 17.2 17.2
Mid Cap 37.95 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 2.46 1.83 1.83
Financial 20.76 27.22 27.22
Energy 5.68 3.98 3.98
Technology 8.51 4.09 4.09
Metals & Mining 7.38 1.18 1.18
Materials 7.45 2.95 2.95
Healthcare 10.26 2.87 2.87
Services 6.84 12.7 12.7
Automobile 9.22 10.06 10.06
Consumer Staples 5.38 3.81 3.81
Insurance 1.27 0.9 0.9
Consumer Discretionary 5.2 2.26 2.26
Chemicals 1.14 3.69 3.69
Capital Goods 3.07 18.23 18.23
Construction 1.36 0.8 0.8
Communication 2.48 0.96 0.96
Textiles 1.55 0.78 0.78
Diversified - 1.71 1.71

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