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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 | -2.25% | -3.98% |
| 6 Month | -9.46% | -11.36% |
| 1 Year | 5.28% | -1.25% |
| 3 Year | 12.85% | 11.01% |
| 5 Year | 17.74% | - |
SIP Return Analysis
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.19% | -7.39% |
| 1 Year | -11.02% | -13.21% |
| 3 Year | 9.74% | 8.32% |
| 5 Year | 13.31% | - |
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 | 0.44% | 0.415% |
| Beta | 0.88% | 0.927% |
| Alpha | 0.84% | -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 |
| Fund Manage | 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 | 5.82772 | 4.16618 |
| Large Cap | 80.33039 | 86.51139 |
| Mid Cap | 12.08589 | 7.48643 |
| Small Cap | 1.75604 | 1.83596 |
Sector Allocation
| Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.66088 | 4.16618 |
| Energy | 5.15488 | 5.73322 |
| Technology | 9.78891 | 10.541 |
| Industrials | 8.22034 | 9.32349 |
| Healthcare | 6.31917 | 7.65296 |
| Consumer Cyclical | 15.25407 | 10.65136 |
| Consumer Defensive | 10.2626 | 5.96847 |
| Basic Materials | 5.16325 | 3.9974 |
| Financial Services | 30.02267 | 34.16408 |
| Real Estate | 1.36489 | - |
| Communication Services | 2.78838 | 5.88147 |
| Utilities | - | 1.92033 |
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