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

Overview

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)	₹25613 Cr	₹3441 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	28 Feb 1993	01 Aug 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	1.62	2.01
Manager	Pradeep Kesavan	V Srivatsa
ISIN Code	INF200K01305	INF789F01869
Exits Load	Exit load of 0.10% if redeemed within 30 days./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	6.17%	6.2%
6 Month	24.4%	30.44%
1 Year	34.72%	48.34%
3 Year	21.06%	23.48%
5 Year	24.19%	25.74%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	15.66%	20.28%
3 Year	38.91%	48.68%
5 Year	82.14%	94.84%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	24.32%	26.93%
3 Year	62.63%	69.55%
5 Year	88.93%	104.13%

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	1.11%	1.22%
Beta	0.87%	0.93%
Alpha	1.31%	2.82%

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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	4.58	1.84
Large Cap	43.12	44.52
Small Cap	14.36	11.62
Mid Cap	37.95	36.43

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	2.46	0.11
Financial	20.76	-
Energy	5.68	-
Technology	8.51	-
Metals & Mining	7.38	-
Materials	7.45	-
Healthcare	10.26	-
Services	6.84	-
Automobile	9.22	-
Consumer Staples	5.38	-
Insurance	1.27	4.7
Consumer Discretionary	5.2	-
Chemicals	1.14	-
Capital Goods	3.07	-
Construction	1.36	2.05
Communication	2.48	-
Textiles	1.55	-
Automobiles	-	3.96
Telecom - Services	-	4.43
Petroleum Products	-	2.77
IT - Software	-	9.17
Cement & Cement Products	-	1.97
Pharmaceuticals & Biotechnology	-	7.43
Transport Services	-	2.93
Non - Ferrous Metals	-	0.85
Banks	-	22.13
Healthcare Services	-	1.17
Gas	-	2.61
Diversified FMCG	-	3.51
Fertilizers & Agrochemicals	-	1.65
Diversified Metals	-	1.27
Realty	-	1.61
Ferrous Metals	-	1.14
Oil	-	1.32
Capital Markets	-	1.54
Consumer Durables	-	1.24
Textiles & Apparels	-	2.29
Other Consumer Services	-	0.52
Auto Components	-	1.66
Chemicals & Petrochemicals	-	0.8
Personal Products	-	1.58
Finance	-	3.75
Power	-	1.21
Paper, Forest & Jute Products	-	0.91
Leisure Services	-	2.13