SBI Blue Chip Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon SBI Blue Chip Fund-Regular Plan Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Fund SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49182 Cr ₹3530 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Feb 2006 05 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI
Turn Over 15% 23%
Expense Ratio 1.52 1.9
Manager Pradeep Kesavan Sudhir Kedia
ISIN Code INF200K01180 INF903JA1IZ3
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month -0.17% 1.21%
6 Month 16.52% 14.15%
1 Year 28.96% 30.4%
3 Year 13.04% 14.74%
5 Year 18.54% 17.6%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 12.56% 11.37%
3 Year 30.19% 28.16%
5 Year 60.96% 36.71%

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 19.79% 15.39%
3 Year 47.75% 37.18%
5 Year 66.43% 40.81%

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 11.94%
Sharp 0.75% 0.79%
Beta 0.9% 0.91%
Alpha 1.3% -0.84%

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Fund Managers

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Name Pradeep Kesavan Sudhir Kedia
Total AUM ₹434274 Cr ₹10423 Cr
Fund Manage 43 8
SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 2.38 5.73
Large Cap 81.97 90.26
Mid Cap 14.74 3.54
Small Cap 0.91 0.45

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 2.38 1.19
Petroleum Products 5.59 -
IT - Software 8.6 -
Construction 4.47 6.03
Consumer Durables 0.65 -
Healthcare Services 0.67 -
Diversified FMCG 6.16 -
Non - Ferrous Metals 1.41 -
Banks 21.35 -
Pharmaceuticals & Biotechnology 5.22 -
Automobiles 8.22 -
Cement & Cement Products 3.08 -
Auto Components 6.02 -
Insurance 3.63 0.59
Finance 4.28 -
Gas 0.25 -
Electrical Equipment 1.88 -
Retailing 1.54 -
Food Products 2.9 -
Realty 2.62 -
Industrial Products 2.57 -
Telecom - Services 2.47 -
Fertilizers & Agrochemicals 0.46 -
Ferrous Metals 1.06 -
Textiles & Apparels 2.52 -
Automobile - 5.93
Energy - 11.41
Technology - 9.59
Materials - 2.54
Financial - 33.77
Consumer Staples - 8.61
Metals & Mining - 1.12
Healthcare - 6.38
Capital Goods - 1.16
Services - 5.81
Consumer Discretionary - 0.91
Communication - 4.94

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