Tata Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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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	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹28677 Cr	₹7943 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	31 Mar 2003
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%	10.69%
Expense Ratio	1.61	1.77
Manager	Pradeep Kesavan	Chandraprakash Padiyar
ISIN Code	INF200K01305	INF277K01428
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	Tata Large & Mid Cap Fund - Regular Plan - 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	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month	-2.73%	-4.09%
6 Month	-8.26%	-11.69%
1 Year	6.88%	1.87%
3 Year	15.84%	14.21%
5 Year	17.86%	16.12%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-4.69%	-11.46%
3 Year	14.94%	11.58%
5 Year	19.22%	15.95%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year	14.74%	16.65%
3 Year	14.69%	15.07%
5 Year	14.88%	14.35%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation	11.75%	11.3%
Sharp	0.67%	0.61%
Beta	0.89%	0.86%
Alpha	-0.25%	-0.94%

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Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name	Pradeep Kesavan	Chandraprakash Padiyar
Total AUM	₹434274 Cr	₹15627 Cr
Fund Manage	43	3
	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	5.09	5.37
Large Cap	41.17	40.47
Small Cap	16.17	15.66
Mid Cap	37.57	38.5

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	5.09	5.37
Petroleum Products	3.53	3.97
IT - Software	8.62	3.19
Pharmaceuticals & Biotechnology	9.78	2.82
Industrial Manufacturing	1.8	-
Cement & Cement Products	5.32	3.49
Diversified FMCG	2.23	1.69
Non - Ferrous Metals	3.64	-
Banks	15.57	23.22
Auto Components	5.52	4.23
Ferrous Metals	2.43	-
Personal Products	2.9	-
Telecom - Services	3.28	5.07
Insurance	1.13	-
Capital Markets	2.87	2.69
Consumer Durables	4.67	0.95
Chemicals & Petrochemicals	1.1	3.97
Transport Services	0.93	-
Finance	3.31	5.55
Industrial Products	1.74	4.2
Construction	1.27	1.55
Agricultural, Commercial & Construction Vehicles	1.96	-
Gas	0.42	0.9
Retailing	1.04	2.2
Food Products	0.57	-
Automobiles	0.99	2.09
Healthcare Services	0.71	2.83
Beverages	1.04	4.83
Textiles & Apparels	1.87	-
Leisure Services	1.8	1.05
Power	2.87	1.35
Electrical Equipment	-	1.7
Diversified	-	2.33
Realty	-	1.03
Fertilizers & Agrochemicals	-	4.01
Commercial Services & Supplies	-	3.09
Agricultural Food & other Products	-	0.63