SBI Blue Chip Fund vs Sundaram Large Cap Fund Regular Plan compare
SBI Large Cap Fund-Regular Plan Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹52830 Cr | ₹3280 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 | 3.02% | 2.48% |
| 6 Month | 6.13% | 3.6% |
| 1 Year | 5.52% | 2.6% |
| 3 Year | 14.08% | 11.72% |
| 5 Year | 19.03% | 16.71% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.17% | -0.51% |
| 1 Year | 6.56% | 3.12% |
| 3 Year | 10.95% | 8.43% |
| 5 Year | 12.29% | 10.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.54% | 12.5% |
| 3 Year | 12.64% | 14.7% |
| 5 Year | 13.6% | - |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.30% | 11.22% |
| Sharp | 0.65% | 0.47% |
| Beta | 0.90% | 0.90% |
| Alpha | -0.15% | -2.26% |
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 | 3.06 | 8.97 |
| Large Cap | 83.58 | 81.71 |
| Small Cap | 1.7 | 2.26 |
| Mid Cap | 11.66 | 7.07 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.06 | 8.03 |
| Energy | 7.49 | 9.48 |
| Technology | 5.47 | 8.45 |
| Industrials | 7.57 | 6.63 |
| Basic Materials | 11.02 | 4.48 |
| Consumer Cyclical | 13.83 | 10.99 |
| Consumer Defensive | 9.45 | 6.24 |
| Financial Services | 32.91 | 31.99 |
| Healthcare | 5.64 | 5.14 |
| Utilities | 0.97 | 2.04 |
| Communication Services | 2.6 | 6.53 |
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