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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon UTI 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25613 Cr ₹3441 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 01 Aug 2005
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% 32%
Expense Ratio 1.62 2.01
Manager Pradeep Kesavan V Srivatsa
ISIN Code INF200K01305 INF789F01869
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -5.48% -6.49%
6 Month 10.03% 13.06%
1 Year 29.26% 37.21%
3 Year 15.46% 17.88%
5 Year 20.99% 23.53%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.36% 28.07%
3 Year 23.25% 29.28%
5 Year 24.22% 27.75%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.63% 9.13%
3 Year 14.55% 8.77%
5 Year 14.82% 10.7%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.75% 12.33%
Sharp 0.89% 0.99%
Beta 0.87% 0.93%
Alpha 1.41% 3.01%

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Pradeep Kesavan V Srivatsa
Total AUM ₹434274 Cr ₹7921 Cr
Fund Manage 43 3
SBI Large & MIDCap Fund- Regular Plan -Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

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

Others 4.58 1.84
Large Cap 43.12 44.52
Small Cap 14.36 11.62
Mid Cap 37.95 36.43

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

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

Others 2.46 0.11
Financial 20.76 -
Energy 5.68 -
Technology 8.51 -
Metals & Mining 7.38 -
Materials 7.45 -
Healthcare 10.26 -
Services 6.84 -
Automobile 9.22 -
Consumer Staples 5.38 -
Insurance 1.27 4.7
Consumer Discretionary 5.2 -
Chemicals 1.14 -
Capital Goods 3.07 -
Construction 1.36 2.05
Communication 2.48 -
Textiles 1.55 -
Automobiles - 3.96
Telecom - Services - 4.43
Petroleum Products - 2.77
IT - Software - 9.17
Cement & Cement Products - 1.97
Pharmaceuticals & Biotechnology - 7.43
Transport Services - 2.93
Non - Ferrous Metals - 0.85
Banks - 22.13
Healthcare Services - 1.17
Gas - 2.61
Diversified FMCG - 3.51
Fertilizers & Agrochemicals - 1.65
Diversified Metals - 1.27
Realty - 1.61
Ferrous Metals - 1.14
Oil - 1.32
Capital Markets - 1.54
Consumer Durables - 1.24
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Auto Components - 1.66
Chemicals & Petrochemicals - 0.8
Personal Products - 1.58
Finance - 3.75
Power - 1.21
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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