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) | ₹25613 Cr | ₹7968 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹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 | 4.75% | 5.53% |
| 6 Month | 22.89% | 22.29% |
| 1 Year | 33.17% | 32.72% |
| 3 Year | 20.4% | 18.78% |
| 5 Year | 24.24% | 22.94% |
| 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 | 24.32% | 22.29% |
| 3 Year | 62.63% | 57.36% |
| 5 Year | 88.93% | 81.2% |
| 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 | 1.11% | 0.98% |
| Beta | 0.87% | 0.82% |
| Alpha | 1.31% | -0.15% |
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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 | 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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