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

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

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	5.52%	1.21%
6 Month	20.4%	14.15%
1 Year	28.21%	30.4%
3 Year	15.35%	14.74%
5 Year	19.35%	17.6%

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%

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%

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.31%	11.94%
Sharp	0.76%	0.79%
Beta	0.9%	0.91%
Alpha	1.19%	-0.84%

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

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

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