Tata Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Invest NowTata Large & Mid Cap Fund- Regular Plan - Growth Option
Invest NowChart 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) | ₹25613 Cr | ₹7968 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Feb 1993 | 31 Mar 1993 |
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 | 1.62 | 1.78 |
Manager | Pradeep Kesavan | Chandraprakash Padiyar |
ISIN Code | INF200K01305 | INF277K01428 |
Exits Load | Exit load of 0.10% if redeemed within 30 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 |
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -4.36% | -4.44% |
6 Month | 11.57% | 10.23% |
1 Year | 36.36% | 34.52% |
3 Year | 18.01% | 17.45% |
5 Year | 21.7% | 19.94% |
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 15.66% | 14.21% |
3 Year | 38.91% | 37.19% |
5 Year | 82.14% | 73.24% |
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.6% | 16.57% |
3 Year | 14.48% | 15.12% |
5 Year | 14.84% | 14.3% |
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 | 1.09% | 1.01% |
Beta | 0.88% | 0.84% |
Alpha | 1.61% | 0.61% |
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Get Free Experts GuidanceScheme 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 | 4.58 | 4.82 |
Large Cap | 43.12 | 42.67 |
Small Cap | 14.36 | 11.96 |
Mid Cap | 37.95 | 40.55 |
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.46 | 4.68 |
Financial | 20.76 | 31.45 |
Energy | 5.68 | 5.69 |
Technology | 8.51 | 3.31 |
Metals & Mining | 7.38 | 1.77 |
Materials | 7.45 | 4.09 |
Healthcare | 10.26 | 6.49 |
Services | 6.84 | 4.69 |
Automobile | 9.22 | 7.72 |
Consumer Staples | 5.38 | 9.54 |
Insurance | 1.27 | - |
Consumer Discretionary | 5.2 | - |
Chemicals | 1.14 | 6.92 |
Capital Goods | 3.07 | 6.79 |
Construction | 1.36 | 1.81 |
Communication | 2.48 | 5.05 |
Textiles | 1.55 | - |
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