LIC MF Large Cap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹52421 Cr | ₹1445 Cr | ₹1445 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 14 Feb 2006 | 15 Sep 1999 | 15 Sep 1999 |
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% | % | 35% |
Expense Ratio | 1.5 | 2.13 | 2.13 |
Manager | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF200K01180 | INF767K01105 | INF767K01105 |
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 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.88% | 2.34% | 2.34% |
6 Month | 12.57% | 13.69% | 13.69% |
1 Year | 0.18% | -2.87% | -2.87% |
3 Year | 13.43% | 11.02% | 11.02% |
5 Year | 19.07% | 15.69% | 15.69% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 3.26% | 2.23% | 2.23% |
1 Year | 10.56% | 8.84% | 8.84% |
3 Year | 13.42% | 12.06% | 12.06% |
5 Year | 13.84% | 11.49% | 11.49% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 12.73% | 11.46% | 11.46% |
3 Year | 12.54% | 11.8% | 11.8% |
5 Year | 13.52% | 12.06% | 12.06% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 11.31% | 12.4% | 12.4% |
Sharp | 0.64% | 0.42% | 0.42% |
Beta | 0.89% | 0.98% | 0.98% |
Alpha | 0.99% | -1.77% | -1.77% |
Fund Managers
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹434274 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 43 | 6 | 6 |
SBI Large Cap Fund-Regular Plan Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.7 | 3.95 | 3.95 |
Large Cap | 81.92 | 81.42 | 81.42 |
Small Cap | 1.59 | 9.26 | 9.26 |
Mid Cap | 11.79 | 5.38 | 5.38 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.7 | 2.17 | 2.17 |
Energy | 7.6 | 6.26 | 6.26 |
Technology | 4.95 | 6.77 | 6.77 |
Industrials | 7.09 | 14.37 | 14.37 |
Basic Materials | 11.04 | 7.16 | 7.16 |
Consumer Cyclical | 12.69 | 9.47 | 9.47 |
Consumer Defensive | 9.84 | 9 | 9 |
Financial Services | 33.12 | 30.24 | 30.24 |
Healthcare | 5.37 | 6.38 | 6.38 |
Utilities | 0.97 | 4.56 | 4.56 |
Real Estate | 0 | - | - |
Communication Services | 2.64 | 3.63 | 3.63 |
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