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) | ₹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
3Y Returns18.24%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.43%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns19.54%
Quant Multi Cap Fund-Growth
3Y Returns8.99%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.82%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.31%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.3%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.71%