SBI Blue Chip Fund vs Tata Large Cap Fund compare
SBI Large Cap 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 Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | SBI Large Cap 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 | Average | Very High | Very High |
| Asset Size (Cr) | ₹55637 Cr | ₹2827 Cr | ₹2827 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 Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.21% | -0.45% | -0.45% |
| 6 Month | 2.32% | 2.89% | 2.89% |
| 1 Year | 8.57% | 8.11% | 8.11% |
| 3 Year | 14.74% | 15.32% | 15.32% |
| 5 Year | 15.13% | 16.24% | 16.24% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.1% | 3.59% | 3.59% |
| 1 Year | 12.96% | 13.56% | 13.56% |
| 3 Year | 12.65% | 13.02% | 13.02% |
| 5 Year | 13.3% | 13.66% | 13.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.37% | 13.34% | 13.34% |
| 3 Year | 12.76% | 14.41% | 14.41% |
| 5 Year | 13.78% | 14.09% | 14.09% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.31% | 12.66% | 12.66% |
| Sharp | 0.7% | 0.69% | 0.69% |
| Beta | 0.88% | 0.97% | 0.97% |
| Alpha | 0.78% | 0.59% | 0.59% |
Fund Managers
| Scheme Name | SBI Large Cap 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 Large Cap 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 Large Cap Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 5.66 | 8.9 | 8.9 |
| Large Cap | 82.59 | 80.25 | 80.25 |
| Small Cap | 1.15 | 6.5 | 6.5 |
| Mid Cap | 10.59 | 4.36 | 4.36 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.26 | 3.32 | 3.32 |
| Energy | 8.24 | 5.82 | 5.82 |
| Technology | 5.77 | 10.34 | 10.34 |
| Industrials | 7.21 | 8.27 | 8.27 |
| Basic Materials | 11.06 | 7.97 | 7.97 |
| Consumer Cyclical | 14.55 | 16.76 | 16.76 |
| Consumer Defensive | 9.29 | 5.91 | 5.91 |
| Financial Services | 31.33 | 33.75 | 33.75 |
| Healthcare | 5.63 | 1.05 | 1.05 |
| Utilities | 0.92 | 4.39 | 4.39 |
| Communication Services | 2.76 | 2.42 | 2.42 |
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