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Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund 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) ₹49128 Cr ₹3319 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Feb 2006 01 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 TRI NIFTY 100 TRI
Turn Over 15% 23%
Expense Ratio 1.51 1.93
Manager Pradeep Kesavan Sudhir Kedia
ISIN Code INF200K01180 INF903JA1IZ3
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 Sundaram 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 Sundaram Large Cap Fund Regular Plan - Growth
1 Month 3.13% 3.14%
6 Month -3.33% -4.23%
1 Year 10.97% 7.25%
3 Year 13.59% 12%
5 Year 22.96% -

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 1.5% 0.54%
1 Year -0.01% -2.7%
3 Year 13.49% 11.76%
5 Year 15.12% -

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 13.25% 16.09%
3 Year 12.31% 15.35%
5 Year 13.28% -

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 12.412%
Sharp 0.45% 0.415%
Beta 0.89% 0.927%
Alpha 0.97% -1.547%

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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
Funds Managed 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 5.73 4.17
Large Cap 81.07 86.51
Mid Cap 11.61 7.49
Small Cap 1.59 1.84

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.55 4.17
Energy 5.99 5.73
Technology 9.14 10.54
Industrials 7.58 9.32
Healthcare 6.33 7.65
Consumer Cyclical 14.76 10.65
Consumer Defensive 9.76 5.97
Basic Materials 5.47 4
Financial Services 31.3 34.16
Real Estate 1.24 -
Communication Services 2.87 5.88
Utilities - 1.92

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