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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
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.56% | 7.85% |
| 6 Month | -9.26% | -11.98% |
| 1 Year | 8.85% | 4.02% |
| 3 Year | 15.51% | 15.1% |
| 5 Year | 28.81% | 25.79% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.81% | -3.9% |
| 1 Year | -3.96% | -8.34% |
| 3 Year | 15.87% | 13.23% |
| 5 Year | 19.22% | 16.41% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 0.69% | 0.58% |
| Beta | 0.85% | 0.84% |
| Alpha | 1.2% | -0.13% |
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Fund Managers
| 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 |
| Funds Managed | 43 | 3 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.69 | 6.23 |
| Large Cap | 39.72 | 43.55 |
| Small Cap | 18.23 | 14.46 |
| Mid Cap | 35.36 | 35.76 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.57 | 6.03 |
| Energy | 3.35 | 4.46 |
| Technology | 8.74 | 4.55 |
| Basic Materials | 11.76 | 11.07 |
| Industrials | 10.81 | 10.84 |
| Consumer Defensive | 7 | 6.92 |
| Financial Services | 24.7 | 32.65 |
| Healthcare | 9.85 | 6.79 |
| Consumer Cyclical | 12.56 | 7.27 |
| Communication Services | 3.27 | 5.28 |
| Utilities | 2.4 | 1.94 |
| Real Estate | - | 2.2 |
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