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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
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) | ₹28677 Cr | ₹4047 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 | 1.61 | 1.9 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.99% | -3.36% |
| 6 Month | -10.42% | -13.64% |
| 1 Year | 6.42% | 7.88% |
| 3 Year | 16.05% | 19.31% |
| 5 Year | 20.97% | 24.36% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.17% | -9.76% |
| 1 Year | -10.34% | -13.96% |
| 3 Year | 13.16% | 17.07% |
| 5 Year | 17.78% | 20.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.74% | 9.5% |
| 3 Year | 14.69% | 9.15% |
| 5 Year | 14.88% | 10.86% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.994% | 12.33% |
| Sharp | 0.695% | 0.82% |
| Beta | 0.871% | 0.93% |
| Alpha | 3.414% | 3.15% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.68561 | 5.61898 |
| Large Cap | 39.72203 | 44.64286 |
| Small Cap | 18.23176 | 12.54577 |
| Mid Cap | 35.36061 | 37.19235 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.56538 | 3.43749 |
| Energy | 3.35274 | 2.44309 |
| Technology | 8.73606 | 8.04425 |
| Basic Materials | 11.75679 | 11.44751 |
| Industrials | 10.81216 | 6.01627 |
| Consumer Defensive | 7.00238 | 6.43245 |
| Financial Services | 24.69554 | 33.24515 |
| Healthcare | 9.85058 | 6.81646 |
| Consumer Cyclical | 12.55723 | 11.34252 |
| Communication Services | 3.27476 | 6.28556 |
| Utilities | 2.39639 | 2.06732 |
| Real Estate | - | 2.42189 |
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