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) ₹55637 Cr ₹3394 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 0.24% -0.52%
6 Month 4.19% 2.46%
1 Year 5.9% 2.28%
3 Year 13.99% 11.36%
5 Year 14.82% 13.54%

SIP Return Analysis

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 3.03% 2.4%
1 Year 15.08% 11.14%
3 Year 13.09% 10.37%
5 Year 13.31% 11.26%

Rolling Lumpsum Returns

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 12.37% 11.14%
3 Year 12.76% 14.21%
5 Year 13.78% 15.42%

Risk Management

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 11.12%
Sharp 0.7% 0.42%
Beta 0.88% 0.90%
Alpha 0.78% -2.21%

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 5.66 3.14
Large Cap 82.59 85.8
Small Cap 1.15 2.26
Mid Cap 10.59 8.81

Sector Allocation

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 3.26 2.22
Energy 8.24 9.53
Technology 5.77 8.94
Industrials 7.21 6.89
Basic Materials 11.06 4.15
Consumer Cyclical 14.55 14.68
Consumer Defensive 9.29 7.11
Financial Services 31.33 32.12
Healthcare 5.63 5.49
Utilities 0.92 1.89
Communication Services 2.76 6.97

Top Comparisons

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.24%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns17.43%

Compare Now

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns19.54%

VS

Quant Multi Cap Fund-Growth Quant Multi Cap Fund-Growth

3Y Returns8.99%

Compare Now

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns12.82%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns16.31%

Compare Now

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.3%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.71%

Compare Now
Add to Cart Successfully