SBI Large & MIDCap Fund vs UTI Large & Mid Cap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28660 Cr | ₹3976 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 30 Jul 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 | 25% | 32% |
| Expense Ratio | 1.6 | 1.96 |
| Manager | Pradeep Kesavan | V Srivatsa |
| ISIN Code | INF200K01305 | INF789F01869 |
| 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.31% | -5.87% |
| 6 Month | -6.27% | -6.81% |
| 1 Year | 11.73% | 18.39% |
| 3 Year | 15.55% | 19.19% |
| 5 Year | 18.76% | 21.13% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.88% |
| 3 Year | 18.26% | 23.55% |
| 5 Year | 21.15% | 24.35% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.63% | 9.13% |
| 3 Year | 14.55% | 8.77% |
| 5 Year | 14.82% | 10.7% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 12.33% |
| Sharp | 0.78% | 1.01% |
| Beta | 0.88% | 0.92% |
| Alpha | 0.55% | 3.79% |
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| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | V Srivatsa |
| Total AUM | ₹434274 Cr | ₹7921 Cr |
| Fund Manage | 43 | 3 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.09 | 5.17 |
| Large Cap | 41.17 | 45.28 |
| Small Cap | 16.17 | 12.2 |
| Mid Cap | 37.57 | 37.38 |
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.09 | 5.17 |
| Petroleum Products | 3.53 | 1.73 |
| IT - Software | 8.62 | 9.63 |
| Pharmaceuticals & Biotechnology | 9.78 | 6.78 |
| Industrial Manufacturing | 1.8 | - |
| Cement & Cement Products | 5.32 | 2.96 |
| Diversified FMCG | 2.23 | 3.74 |
| Non - Ferrous Metals | 3.64 | - |
| Banks | 15.57 | 20.76 |
| Auto Components | 5.52 | 1.74 |
| Ferrous Metals | 2.43 | 1.22 |
| Personal Products | 2.9 | 0.68 |
| Telecom - Services | 3.28 | 5.34 |
| Insurance | 1.13 | 5.66 |
| Capital Markets | 2.87 | 2.48 |
| Consumer Durables | 4.67 | 1.34 |
| Chemicals & Petrochemicals | 1.1 | 0.74 |
| Transport Services | 0.93 | 2.93 |
| Finance | 3.31 | 4.84 |
| Industrial Products | 1.74 | 0.35 |
| Construction | 1.27 | 1.73 |
| Agricultural, Commercial & Construction Vehicles | 1.96 | - |
| Gas | 0.42 | 1.98 |
| Retailing | 1.04 | - |
| Food Products | 0.57 | - |
| Automobiles | 0.99 | 2.85 |
| Healthcare Services | 0.71 | 1.43 |
| Beverages | 1.04 | - |
| Textiles & Apparels | 1.87 | 2.2 |
| Leisure Services | 1.8 | 2.22 |
| Power | 2.87 | 1.61 |
| Fertilizers & Agrochemicals | - | 1.4 |
| Diversified Metals | - | 2.53 |
| Realty | - | 1.63 |
| Other Consumer Services | - | 0.83 |
| Entertainment | - | 0.89 |
| Paper, Forest & Jute Products | - | 0.64 |
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