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Tata Large Cap Fund 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 Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 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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