SBI Blue Chip Fund vs Tata Large Cap Fund compare

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tortoise-icon SBI Blue Chip Fund-Regular Plan Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large 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 Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹49182 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 Feb 2006 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI NIFTY 100 TRI
Turn Over 15% 20.36% 20.36%
Expense Ratio 1.52 2.05 2.05
Manager Pradeep Kesavan Kapil Malhotra Kapil Malhotra
ISIN Code INF200K01180 INF277K01931 INF277K01931
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 4.8% 3.54% 3.54%
6 Month 17.28% 14.93% 14.93%
1 Year 28.99% 35.65% 35.65%
3 Year 14.93% 16.13% 16.13%
5 Year 19.64% 19.84% 19.84%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year 12.56% 16.44% 16.44%
3 Year 30.19% 35.74% 35.74%
5 Year 60.96% 67.49% 67.49%

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 19.79% 20.39% 20.39%
3 Year 47.75% 50.56% 50.56%
5 Year 66.43% 72.58% 72.58%

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 11.31% 12.66% 12.66%
Sharp 0.91% 0.93% 0.93%
Beta 0.88% 0.96% 0.96%
Alpha 1.15% 0.95% 0.95%

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Fund Managers

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Pradeep Kesavan Kapil Malhotra Kapil Malhotra
Total AUM ₹434274 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 43 7 7
SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Large Cap 81.97 86.91 86.91
Mid Cap 14.74 6.74 6.74
Others 2.38 1.57 1.57
Small Cap 0.91 4.78 4.78

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Banks 21.35 - -
Petroleum Products 5.59 - -
Construction 4.47 5.73 5.73
IT - Software 8.6 - -
Diversified FMCG 6.16 - -
Food Products 2.9 - -
Finance 4.28 - -
Automobiles 8.22 - -
Pharmaceuticals & Biotechnology 5.22 - -
Textiles & Apparels 2.52 - -
Telecom - Services 2.47 - -
Electrical Equipment 1.88 - -
Auto Components 6.02 - -
Industrial Products 2.57 - -
Cement & Cement Products 3.08 - -
Realty 2.62 - -
Retailing 1.54 - -
Non - Ferrous Metals 1.41 - -
Others 2.38 1.55 1.55
Insurance 3.63 0.7 0.7
Ferrous Metals 1.06 - -
Healthcare Services 0.67 - -
Consumer Durables 0.65 - -
Fertilizers & Agrochemicals 0.46 - -
Gas 0.25 - -
Financial - 27.64 27.64
Energy - 17.34 17.34
Technology - 8.66 8.66
Healthcare - 6 6
Automobile - 6.34 6.34
Consumer Staples - 8.69 8.69
Services - 4.56 4.56
Capital Goods - 5.76 5.76
Materials - 3.91 3.91
Metals & Mining - 2.31 2.31
Communication - 0.81 0.81

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