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SBI Blue Chip Fund vs Tata Large Cap Fund compare
SBI Blue Chip Fund-Regular Plan Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹52251 Cr | ₹2611 Cr | ₹2611 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2006 | 07 May 1998 | 07 May 1998 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 15% | 20.36% | 20.36% |
| Expense Ratio | 1.5 | 2.04 | 2.04 |
| Manager | Pradeep Kesavan | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF200K01180 | INF277K01931 | INF277K01931 |
| 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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata 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 Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.32% | 1.2% | 1.2% |
| 6 Month | -0.5% | -1.67% | -1.67% |
| 1 Year | 5.83% | 2.35% | 2.35% |
| 3 Year | 18.27% | 18.56% | 18.56% |
| 5 Year | 21.46% | 21.74% | 21.74% |
SIP Return Analysis
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 6.45% | 5.81% | 5.81% |
| 1 Year | 6.84% | 3.81% | 3.81% |
| 3 Year | 14.31% | 14.44% | 14.44% |
| 5 Year | 15.01% | 15.28% | 15.28% |
Rolling Lumpsum Returns
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.92% | 12.99% | 12.99% |
| 3 Year | 12.39% | 13.25% | 13.25% |
| 5 Year | 13.43% | 13.75% | 13.75% |
Risk Management
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.57% | 12.98% | 12.98% |
| Sharp | 0.86% | 0.79% | 0.79% |
| Beta | 0.86% | 0.96% | 0.96% |
| Alpha | 1.95% | 0.87% | 0.87% |
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Fund Managers
| Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Pradeep Kesavan | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹434274 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 43 | 7 | 7 |
| SBI Blue Chip Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 6.74 | 5.62 | 5.62 |
| Large Cap | 80.34 | 83.8 | 83.8 |
| Small Cap | 1.49 | 3.3 | 3.3 |
| Mid Cap | 11.43 | 7.28 | 7.28 |
Sector Allocation
| Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 6.74 | 5.62 | 5.62 |
| Petroleum Products | 7.99 | 5.59 | 5.59 |
| IT - Software | 7.75 | 6.14 | 6.14 |
| Construction | 4.85 | 3.56 | 3.56 |
| Retailing | 1.62 | 0.81 | 0.81 |
| Diversified FMCG | 3.4 | 2.26 | 2.26 |
| Non - Ferrous Metals | 1.35 | - | - |
| Banks | 28.51 | 28.58 | 28.58 |
| Pharmaceuticals & Biotechnology | 6.31 | 6.67 | 6.67 |
| Automobiles | 3.36 | 6 | 6 |
| Cement & Cement Products | 1.6 | 2.72 | 2.72 |
| Auto Components | 4.72 | 1.84 | 1.84 |
| Finance | 2.63 | 3.7 | 3.7 |
| Gas | 0.97 | - | - |
| Electrical Equipment | 1.12 | 1.98 | 1.98 |
| Diversified Metals | 1.12 | - | - |
| Food Products | 3.28 | - | - |
| Realty | 1.19 | 0.8 | 0.8 |
| Telecom - Services | 3 | 3.16 | 3.16 |
| Fertilizers & Agrochemicals | 0.81 | - | - |
| Industrial Products | 0.6 | - | - |
| Insurance | 3.84 | 2.2 | 2.2 |
| Ferrous Metals | 0.41 | 3.59 | 3.59 |
| Textiles & Apparels | 2.83 | - | - |
| IT - Services | - | 0.75 | 0.75 |
| Consumer Durables | - | 2.55 | 2.55 |
| Agricultural Food & other Products | - | 1.82 | 1.82 |
| Personal Products | - | 0.82 | 0.82 |
| Leisure Services | - | 0.9 | 0.9 |
| Transport Services | - | 0.83 | 0.83 |
| Industrial Manufacturing | - | 0.61 | 0.61 |
| Power | - | 5.33 | 5.33 |
| Transport Infrastructure | - | 1.17 | 1.17 |
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