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SBI Blue Chip Fund vs Tata Large Cap Fund compare
SBI Blue Chip Fund-Regular Plan Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹49128 Cr | ₹2408 Cr | ₹2408 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 14 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 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 15% | 20.36% | 20.36% |
| Expense Ratio | 1.51 | 2.04 | 2.04 |
| Manager | Pradeep Kesavan | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF200K01180 | INF277K01931 | INF277K01931 |
| Exits Load | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | -2.21% | -2.35% | -2.35% |
| 6 Month | -7.77% | -10.76% | -10.76% |
| 1 Year | 7.77% | 4.64% | 4.64% |
| 3 Year | 11.97% | 11.92% | 11.92% |
| 5 Year | 14.93% | 14.42% | 14.42% |
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 | -5.03% | -7.82% | -7.82% |
| 3 Year | 11.55% | 12.28% | 12.28% |
| 5 Year | 14.98% | 15.54% | 15.54% |
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 | 13.25% | 13.34% | 13.34% |
| 3 Year | 12.31% | 13.25% | 13.25% |
| 5 Year | 13.28% | 13.65% | 13.65% |
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 | 0.51% | 0.44% | 0.44% |
| Beta | 0.88% | 0.98% | 0.98% |
| Alpha | 0.74% | -0.08% | -0.08% |
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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 |
|---|---|---|---|
| Others | 5.14 | 3.07 | 3.07 |
| Large Cap | 80.43 | 83.72 | 83.72 |
| Mid Cap | 13.62 | 7.34 | 7.34 |
| Small Cap | 0.81 | 5.87 | 5.87 |
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 |
|---|---|---|---|
| Others | 5.14 | 3.07 | 3.07 |
| Petroleum Products | 4.68 | 6.57 | 6.57 |
| IT - Software | 9.04 | 9.69 | 9.69 |
| Construction | 4.45 | 4.06 | 4.06 |
| Healthcare Services | 0.71 | - | - |
| Retailing | 1.92 | - | - |
| Diversified FMCG | 7.17 | 2.3 | 2.3 |
| Non - Ferrous Metals | 1.36 | - | - |
| Banks | 21.81 | 22.96 | 22.96 |
| Pharmaceuticals & Biotechnology | 6.39 | 7.72 | 7.72 |
| Automobiles | 8.16 | 6.61 | 6.61 |
| Cement & Cement Products | 1.37 | 1.96 | 1.96 |
| Auto Components | 5.5 | - | - |
| Insurance | 3.68 | 1.64 | 1.64 |
| Finance | 2.34 | 3.57 | 3.57 |
| Electrical Equipment | 1.69 | 2.83 | 2.83 |
| Diversified Metals | 1.25 | 1.23 | 1.23 |
| Food Products | 2.95 | 0.65 | 0.65 |
| Realty | 2.31 | 1.02 | 1.02 |
| Industrial Products | 1 | - | - |
| Telecom - Services | 2.69 | 0.67 | 0.67 |
| Fertilizers & Agrochemicals | 0.77 | - | - |
| Ferrous Metals | 0.91 | 0.96 | 0.96 |
| Textiles & Apparels | 2.71 | - | - |
| Personal Products | - | 3.6 | 3.6 |
| Capital Markets | - | 1.56 | 1.56 |
| Gas | - | 1.24 | 1.24 |
| IT - Services | - | 1.22 | 1.22 |
| Consumer Durables | - | 2.97 | 2.97 |
| Agricultural Food & other Products | - | 1.72 | 1.72 |
| Transport Services | - | 0.67 | 0.67 |
| Industrial Manufacturing | - | 0.85 | 0.85 |
| Power | - | 7.26 | 7.26 |
| Transport Infrastructure | - | 1.4 | 1.4 |
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