Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund compare
SBI Blue Chip Fund-Regular Plan Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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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