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) | ₹55637 Cr | ₹34072 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 | -0.4% | -1.39% |
| 6 Month | 1.48% | -0.1% |
| 1 Year | 8.33% | 5.16% |
| 3 Year | 14.34% | 11.99% |
| 5 Year | 14.77% | 10.13% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.1% | 1.73% |
| 1 Year | 12.96% | 9.21% |
| 3 Year | 12.65% | 11.03% |
| 5 Year | 13.3% | 10.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.37% | 11.55% |
| 3 Year | 12.76% | 12.76% |
| 5 Year | 13.78% | 13.88% |
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 | 0.7% | 0.52% |
| Beta | 0.88% | 0.89% |
| Alpha | 0.78% | -1.18% |
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 | 5.66 | 11.3 |
| Large Cap | 82.59 | 84.3 |
| Small Cap | 1.15 | - |
| Mid Cap | 10.59 | 4.4 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.26 | 3.82 |
| Energy | 8.24 | 7.18 |
| Technology | 5.77 | 8.29 |
| Industrials | 7.21 | 12.02 |
| Basic Materials | 11.06 | 4.61 |
| Consumer Cyclical | 14.55 | 14.61 |
| Consumer Defensive | 9.29 | 3.26 |
| Financial Services | 31.33 | 32.5 |
| Healthcare | 5.63 | 5.97 |
| Utilities | 0.92 | 1.14 |
| Communication Services | 2.76 | 6.59 |
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