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) | ₹52421 Cr | ₹32954 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 | 2.88% | 2.93% |
| 6 Month | 12.57% | 12.01% |
| 1 Year | 0.18% | -1.7% |
| 3 Year | 13.43% | 10.84% |
| 5 Year | 19.07% | 14.46% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.26% | 3.35% |
| 1 Year | 10.56% | 10.12% |
| 3 Year | 13.42% | 12.47% |
| 5 Year | 13.84% | 10.96% |
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 | 0.64% | 0.41% |
| Beta | 0.89% | 0.87% |
| Alpha | 0.99% | -1.61% |
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 |
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