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) | ₹54688 Cr | ₹33827 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 | 0.97% | 0.39% |
| 6 Month | 5.48% | 5.14% |
| 1 Year | 8.3% | 7.27% |
| 3 Year | 13.97% | 11.82% |
| 5 Year | 16.32% | 12.03% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.57% | 3.03% |
| 1 Year | 15.28% | 12.81% |
| 3 Year | 13.58% | 12.38% |
| 5 Year | 13.81% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.44% | 11.66% |
| 3 Year | 12.73% | 12.8% |
| 5 Year | 13.73% | 13.89% |
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 | 0.72% | 0.52% |
| Beta | 0.88% | 0.88% |
| Alpha | 0.55% | -1.72% |
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 | 5.27 | 10.28 |
| Large Cap | 82.12 | 84.16 |
| Small Cap | 1.27 | - |
| Mid Cap | 11.34 | 5.56 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.26 | 3.23 |
| Energy | 7.88 | 6.76 |
| Technology | 5.66 | 7.49 |
| Industrials | 7.47 | 11.65 |
| Basic Materials | 11.22 | 4.97 |
| Consumer Cyclical | 13.39 | 16.32 |
| Consumer Defensive | 8.9 | 3.25 |
| Financial Services | 30.57 | 31.25 |
| Healthcare | 5.94 | 6.78 |
| Utilities | 0.97 | 1.7 |
| Communication Services | 2.74 | 6.59 |
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