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) | ₹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% |
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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 |
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