SBI Large & MIDCap Fund vs LIC MF Large & Mid Cap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹28677 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 25 May 2005 | 25 Feb 2015 | 25 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 | 1.61 | 1.9 | 1.9 |
Manager | Pradeep Kesavan | Yogesh Patil | Yogesh Patil |
ISIN Code | INF200K01305 | INF767K01NB5 | INF767K01NB5 |
Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | -2.73% | -6.43% | -6.43% |
6 Month | -8.26% | -12.52% | -12.52% |
1 Year | 6.88% | 9.91% | 9.91% |
3 Year | 15.84% | 13.28% | 13.28% |
5 Year | 17.86% | 15.2% | 15.2% |
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 | -2.52% | -9.97% | -9.97% |
3 Year | 15.58% | 13.99% | 13.99% |
5 Year | 19.36% | 16.31% | 16.31% |
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 | 14.74% | 13.91% | 13.91% |
3 Year | 14.69% | 15.15% | 15.15% |
5 Year | 14.88% | 14.36% | 14.36% |
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% | 14.185% | 14.185% |
Sharp | 0.67% | 0.569% | 0.569% |
Beta | 0.89% | 0.925% | 0.925% |
Alpha | -0.25% | 0.874% | 0.874% |
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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 | 5.09 | 2.55 | 2.55 |
Large Cap | 41.17 | 40.75 | 40.75 |
Small Cap | 16.17 | 18.63 | 18.63 |
Mid Cap | 37.57 | 38.05 | 38.05 |
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 | 5.09 | 2.55 | 2.55 |
Petroleum Products | 3.53 | 2.74 | 2.74 |
IT - Software | 8.62 | 4.75 | 4.75 |
Pharmaceuticals & Biotechnology | 9.78 | 2.92 | 2.92 |
Industrial Manufacturing | 1.8 | 4.77 | 4.77 |
Cement & Cement Products | 5.32 | 1.33 | 1.33 |
Diversified FMCG | 2.23 | 2.06 | 2.06 |
Non - Ferrous Metals | 3.64 | 1.07 | 1.07 |
Banks | 15.57 | 14.6 | 14.6 |
Auto Components | 5.52 | 6.67 | 6.67 |
Ferrous Metals | 2.43 | - | - |
Personal Products | 2.9 | - | - |
Telecom - Services | 3.28 | 1.52 | 1.52 |
Insurance | 1.13 | 2.27 | 2.27 |
Capital Markets | 2.87 | - | - |
Consumer Durables | 4.67 | 2.41 | 2.41 |
Chemicals & Petrochemicals | 1.1 | 1.43 | 1.43 |
Transport Services | 0.93 | 1.54 | 1.54 |
Finance | 3.31 | 8.52 | 8.52 |
Industrial Products | 1.74 | 9.42 | 9.42 |
Construction | 1.27 | 1.07 | 1.07 |
Agricultural, Commercial & Construction Vehicles | 1.96 | - | - |
Gas | 0.42 | 0.68 | 0.68 |
Retailing | 1.04 | 4.25 | 4.25 |
Food Products | 0.57 | - | - |
Automobiles | 0.99 | 2.35 | 2.35 |
Healthcare Services | 0.71 | 2.38 | 2.38 |
Beverages | 1.04 | - | - |
Textiles & Apparels | 1.87 | 1.2 | 1.2 |
Leisure Services | 1.8 | 3.41 | 3.41 |
Power | 2.87 | 1.24 | 1.24 |
Fertilizers & Agrochemicals | - | 2.55 | 2.55 |
IT - Services | - | 0.43 | 0.43 |
Agricultural Food & other Products | - | 0.94 | 0.94 |
Aerospace & Defense | - | 1.66 | 1.66 |
Electrical Equipment | - | 4.2 | 4.2 |
Diversified | - | 1.17 | 1.17 |
Realty | - | 1.12 | 1.12 |
Transport Infrastructure | - | 0.76 | 0.76 |
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