Axis Bluechip Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
Axis Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹53030 Cr | ₹33360 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2006 | 05 Jan 2010 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | BSE 100 |
Turn Over | 15% | 26% |
Expense Ratio | 1.5 | 1.57 |
Manager | Pradeep Kesavan | Shreyash Devalkar |
ISIN Code | INF200K01180 | INF846K01164 |
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 | Axis Bluechip Fund - 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 Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.02% | 1.13% |
6 Month | 10.2% | 8.83% |
1 Year | 3.37% | 2.51% |
3 Year | 14.06% | 10.98% |
5 Year | 18.61% | 14.47% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.45% | 2.59% |
1 Year | 4.93% | 4.77% |
3 Year | 12.43% | 11.51% |
5 Year | 13.52% | 10.58% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.73% | 12.29% |
3 Year | 12.54% | 13% |
5 Year | 13.52% | 13.8% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.31% | 12.82% |
Sharp | 0.8% | 0.53% |
Beta | 0.88% | 0.87% |
Alpha | 1.21% | -1.8% |
Fund Managers
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Shreyash Devalkar |
Total AUM | ₹434274 Cr | ₹166770 Cr |
Funds Managed | 43 | 14 |
SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.7 | 11.57 |
Large Cap | 81.92 | 82.6 |
Small Cap | 1.59 | - |
Mid Cap | 11.79 | 5.83 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.7 | 4.86 |
Energy | 7.6 | 6.2 |
Technology | 4.95 | 8.01 |
Industrials | 7.09 | 9.54 |
Basic Materials | 11.04 | 5.06 |
Consumer Cyclical | 12.69 | 14.68 |
Consumer Defensive | 9.84 | 4.51 |
Financial Services | 33.12 | 31.43 |
Healthcare | 5.37 | 7 |
Utilities | 0.97 | 2.04 |
Real Estate | 0 | 0.25 |
Communication Services | 2.64 | 6.43 |
Top Comparisons
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.64%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.14%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.94%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.94%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.35%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.35%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.15%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns6.97%