SBI Blue Chip Fund vs Nippon India Large Cap Fund compare
SBI Large Cap Fund-Regular Plan Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Fund | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹53030 Cr | ₹44165 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2006 | 08 Aug 2007 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | BSE 100 |
Turn Over | 15% | 52% |
Expense Ratio | 1.5 | 1.62 |
Manager | Pradeep Kesavan | Ashutosh Bhargava |
ISIN Code | INF200K01180 | INF204K01554 |
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 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Month | -0.02% | -5.26% |
6 Month | 10.2% | 4.76% |
1 Year | 3.37% | 28.13% |
3 Year | 14.06% | 18.29% |
5 Year | 18.61% | 19.32% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
6 Month | 2.45% | - |
1 Year | 4.93% | 18.7% |
3 Year | 12.43% | 24.98% |
5 Year | 13.52% | 24.96% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Year | 12.73% | 12.73% |
3 Year | 12.54% | 13.72% |
5 Year | 13.52% | 14.17% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Standard Deviation | 11.31% | 11.92% |
Sharp | 0.8% | 1.09% |
Beta | 0.88% | 0.92% |
Alpha | 1.21% | 4.88% |
Fund Managers
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Name | Pradeep Kesavan | Ashutosh Bhargava |
Total AUM | ₹434274 Cr | ₹121448 Cr |
Funds Managed | 43 | 12 |
SBI Large Cap Fund-Regular Plan Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 4.7 | 0.74 |
Large Cap | 81.92 | 83.62 |
Small Cap | 1.59 | 6.72 |
Mid Cap | 11.79 | 8.92 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 4.7 | 0.74 |
Energy | 7.6 | 13.71 |
Technology | 4.95 | 5.82 |
Industrials | 7.09 | - |
Basic Materials | 11.04 | - |
Consumer Cyclical | 12.69 | - |
Consumer Defensive | 9.84 | - |
Financial Services | 33.12 | - |
Healthcare | 5.37 | 2.35 |
Utilities | 0.97 | - |
Real Estate | 0 | - |
Communication Services | 2.64 | - |
Capital Goods | - | 6.48 |
Construction | - | 3.68 |
Financial | - | 32.78 |
Consumer Staples | - | 9.78 |
Materials | - | 2.11 |
Services | - | 7.57 |
Metals & Mining | - | 2.31 |
Automobile | - | 7.04 |
Insurance | - | 3.17 |
Communication | - | 1.02 |
Diversified | - | 0.38 |
Chemicals | - | 0.7 |
Textiles | - | 0.36 |
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