Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Blue Chip Fund vs Sundaram Large Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon SBI Large Cap Fund-Regular Plan Growth

Invest Now

tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Fund SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹53959 Cr ₹3471 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Feb 2006 01 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 TRI NIFTY 100 TRI
Turn Over 15% 23%
Expense Ratio 1.5 1.93
Manager Pradeep Kesavan Sudhir Kedia
ISIN Code INF200K01180 INF903JA1IZ3
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 Sundaram Large Cap Fund - Regular Plan - 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 Sundaram Large Cap Fund Regular Plan - Growth
1 Month -1.65% -1.13%
6 Month 7.88% 6.17%
1 Year 1.82% -1.11%
3 Year 15.25% 13.63%
5 Year 19.66% -

SIP Return Analysis

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 4.08% 2.59%
1 Year 6.61% 2.33%
3 Year 14.03% 11.49%
5 Year 14.78% -

Rolling Lumpsum Returns

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 12.92% 13.84%
3 Year 12.39% 14.84%
5 Year 13.43% -

Risk Management

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 12.21%
Sharp 1.05% 0.83%
Beta 0.89% 0.91%
Alpha 1.11% -1.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Name Pradeep Kesavan Sudhir Kedia
Total AUM ₹434274 Cr ₹10423 Cr
Funds Managed 43 8
SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.3 5.94
Large Cap 81.45 82.36
Small Cap 1.64 2.63
Mid Cap 11.62 9.07

Sector Allocation

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.3 4.93
Energy 8.06 9.37
Technology 5.25 9.25
Industrials 7.46 7.24
Basic Materials 9.37 4.13
Consumer Cyclical 12.71 9.47
Consumer Defensive 8.44 6.06
Financial Services 33.56 34.03
Healthcare 6.02 6.96
Utilities 1.03 1.9
Real Estate 0.08 -
Communication Services 2.72 6.66

Top Comparisons

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns21.32%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.84%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.58%

VS

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns8.93%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.82%

VS

Bandhan Banking & PSU Fund - Regular Growth Bandhan Banking & PSU Fund - Regular Growth

3Y Returns7.25%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns7.05%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns7.1%

Compare Now
Add to Cart Successfully