Tata Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹28660 Cr | ₹8390 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 | 1.6 | 1.76 |
| 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 | -7.07% | -8.37% |
| 6 Month | -4.48% | -6.38% |
| 1 Year | 11.73% | 9.07% |
| 3 Year | 13.65% | 12.82% |
| 5 Year | 19.42% | 16.96% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.15% | -1.06% |
| 3 Year | 18.51% | 15.72% |
| 5 Year | 21.17% | 18.16% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.63% | 16.6% |
| 3 Year | 14.55% | 15.03% |
| 5 Year | 14.82% | 14.28% |
| 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 | 0.78% | 0.76% |
| Beta | 0.88% | 0.84% |
| Alpha | 0.55% | 0.33% |
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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 |
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