Tata Large Cap Fund vs SBI Blue Chip 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 | Very High | Very High |
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 | 5.33% | 5.82% | 5.82% |
6 Month | -7.97% | -8.74% | -8.74% |
1 Year | 6.32% | 3.91% | 3.91% |
3 Year | 12.03% | 12.04% | 12.04% |
5 Year | 24.89% | 24.99% | 24.99% |
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 | -1.9% | -2.17% | -2.17% |
1 Year | -3.06% | -6.1% | -6.1% |
3 Year | 12.96% | 13.68% | 13.68% |
5 Year | 15.14% | 15.73% | 15.73% |
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 | 0.44% | 0.41% | 0.41% |
Beta | 0.88% | 0.97% | 0.97% |
Alpha | 0.84% | 0.51% | 0.51% |
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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 |
Funds Managed | 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 | 5.83 | 1.95 | 1.95 |
Large Cap | 80.33 | 82.52 | 82.52 |
Mid Cap | 12.09 | 10.83 | 10.83 |
Small Cap | 1.76 | 4.69 | 4.69 |
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 | 5.66 | 1.95 | 1.95 |
Energy | 5.15 | 5.27 | 5.27 |
Technology | 9.79 | 9.77 | 9.77 |
Industrials | 8.22 | 11.63 | 11.63 |
Healthcare | 6.32 | 7.01 | 7.01 |
Consumer Cyclical | 15.25 | 7.93 | 7.93 |
Consumer Defensive | 10.26 | 6.15 | 6.15 |
Basic Materials | 5.16 | 4.82 | 4.82 |
Financial Services | 30.02 | 35.45 | 35.45 |
Real Estate | 1.36 | 0.93 | 0.93 |
Communication Services | 2.79 | 2.88 | 2.88 |
Utilities | - | 6.22 | 6.22 |
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