Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund compare

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SBI Large Cap Fund-Regular Plan Growth

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Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	0.59%	0.92%
6 Month	9.31%	7.32%
1 Year	1.52%	-0.98%
3 Year	15.61%	13.48%
5 Year	18.95%	16.57%

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	1.3%	0.61%
1 Year	10.49%	6.56%
3 Year	12.7%	10.03%
5 Year	13.3%	11.33%

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%	-

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.31%	11.43%
Sharp	0.75%	0.52%
Beta	0.89%	0.91%
Alpha	0.77%	-1.71%

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

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

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