Axis Large & Mid Cap Fund (G) vs SBI Technology Opportunities Fund (G)

Axis Large & Mid Cap Fund (G) and SBI Technology Opportunities Fund (G) belong to Large & Mid Cap and Sectoral / Thematic - Technology respectively. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Axis Large & Mid Cap Fund (G) and SBI Technology Opportunities Fund (G) is 22.138% and 19.422%. Check other parameters to pick the right fund.

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Axis Large & Mid Cap Fund (G)

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SBI Technology Opportunities Fund (G)

Compare

Fund Returns

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Nav (24 Jun)

₹32.34

₹217.48

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Last 1 Year

5.1%

17.8%

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Last 3 Year

22.1%

19.4%

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Last 5 Year

23.5%

27.4%

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Last 10 Year

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17.1%

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Since Inception

19.2%

15.6%

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₹32.34
Nav (24 Jun)
5.1%
Last 1 Year
22.1%
Last 3 Year
23.5%
Last 5 Year
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Last 10 Year
19.2%
Since Inception
₹217.48
Nav (24 Jun)
17.8%
Last 1 Year
19.4%
Last 3 Year
27.4%
Last 5 Year
17.1%
Last 10 Year
15.6%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in large & mid cap mutual funds. Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or lonmore...

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Click here for top ranked funds in sectoral / thematic - technology mutual funds. Sectoral / Thematic - Technology funds provides inflation beating growth over the long term and is suitable for investment objectives wmore...

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Scripbox Fund Analysis

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Category View

Positive

The category has a positive investment outlook

Relatively Poor

The category has a relatively poor investment outlook

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Relative Size

₹ 14349.2 Cr

The performance of the fund on a Fund Size metric has been Good

₹ 4530 Cr

The performance of the fund on a Fund Size metric has been Neutral

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-Track Record
Low Interest Rate RiskImpact of Interest Rate Changes
Low Credit RiskCredit Quality Of Fund's Portfolio
₹ 14349.2 CrRelative Size
PositiveCategory View
-Consistency Of Performance
-Track Record
High Interest Rate RiskImpact of Interest Rate Changes
High Credit RiskCredit Quality Of Fund's Portfolio
₹ 4530 CrRelative Size
Relatively PoorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.68 %
1.91 %
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Launched Date
2018-10-22
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AUM in Crores
₹ 14,349 Cr
₹ 4,530 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 0.50% if redeemed within 15 days
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Lock-in
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-
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Benchmark
NIFTY Large Midcap 250 Total Return Index
BSE Teck Total Return Index
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ISIN
INF846K01J79
INF200K01VS4
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Hitesh Das

user-avatar

Krishnaa Narayan

user-avatar

Shreyash Devalkar

user-avatar

Pradeep Kesavan

user-avatar

Saurabh Pant

user-avatar

Vivek Gedda

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Investment Objective
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.more...
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in tmore...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.68 %
Expense Ratio
2018-10-22
Launched Date
₹ 14,349 Cr
AUM in Crores
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit Load
-
Lock-in
NIFTY Large Midcap 250 Total Return Index
Benchmark
INF846K01J79
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.91 %
Expense Ratio
-
Launched Date
₹ 4,530 Cr
AUM in Crores
Exit load of 0.50% if redeemed within 15 days
Exit Load
-
Lock-in
BSE Teck Total Return Index
Benchmark
INF200K01VS4
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Hitesh Das

user-avatar

Krishnaa Narayan

user-avatar

Shreyash Devalkar

user-avatar

Pradeep Kesavan

user-avatar

Saurabh Pant

user-avatar

Vivek Gedda

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

23.50% (5Y)

27.36% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 6,06,974

₹ 7,60,743

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Maturity Amount

₹ 13,39,586

₹ 14,93,355

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Step-up

Tenure

23.50% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 6,06,974

Wealth Gained

₹ 13,39,586

Total Corpus Created With assumed returns of %

27.36% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 7,60,743

Wealth Gained

₹ 14,93,355

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Torrent power ltd.

4.764%
4.764%

Icici bank ltd.

2.888%
2.888%

Cg power and industrial soluti...

2.607%
2.607%

Hdfc bank ltd.

2.473%
2.473%

Cholamandalam investment and f...

2.456%
2.456%
See all holdingsright-arrowright-arrow

Infosys ltd.

27.64%
27.64%

Bharti airtel ltd.

10.28%
10.28%

Tata consultancy services ltd.

8.59%
8.59%

Firstsource solutions ltd.

4.97%
4.97%

Tech mahindra ltd.

4.8%
4.8%
See all holdingsright-arrowright-arrow

Amc Information

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Name

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amc-logo
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About

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited omore...
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
more...
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Contact Information

phone-icon
022-24255161
phone-icon
022-61793000 / 1800-425-5425
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Axis Large & Mid Cap Fund (G)

Large & Mid Cap

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Axis Large & Mid Cap Fund (G)

Large & Mid Cap

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SBI Technology Opportunities Fund (G)

Sectoral / Thematic - Technology

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