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

Overview

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Fund	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹50447 Cr	₹3453 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	1.89
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 Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	-4.61%	-4.87%
6 Month	-4.08%	-5.31%
1 Year	11.73%	8.5%
3 Year	10.5%	9.06%
5 Year	15.28%	-

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	2.74%	-0.66%
3 Year	14.16%	12.71%
5 Year	16.45%	-

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	13.19%	16.47%
3 Year	12.27%	15.82%
5 Year	13.17%	-

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.31%	11.94%
Sharp	0.51%	0.79%
Beta	0.88%	0.91%
Alpha	0.81%	-0.84%

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Name	Pradeep Kesavan	Sudhir Kedia
Total AUM	₹434274 Cr	₹10423 Cr
Fund Manage	43	8
	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	5.14	5.73
Large Cap	80.43	90.26
Mid Cap	13.62	3.54
Small Cap	0.81	0.45

Scheme Name	SBI Blue Chip Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	5.14	1.19
Petroleum Products	4.68	-
IT - Software	9.04	-
Construction	4.45	6.03
Healthcare Services	0.71	-
Retailing	1.92	-
Diversified FMCG	7.17	-
Non - Ferrous Metals	1.36	-
Banks	21.81	-
Pharmaceuticals & Biotechnology	6.39	-
Automobiles	8.16	-
Cement & Cement Products	1.37	-
Auto Components	5.5	-
Insurance	3.68	0.59
Finance	2.34	-
Electrical Equipment	1.69	-
Diversified Metals	1.25	-
Food Products	2.95	-
Realty	2.31	-
Industrial Products	1	-
Telecom - Services	2.69	-
Fertilizers & Agrochemicals	0.77	-
Ferrous Metals	0.91	-
Textiles & Apparels	2.71	-
Automobile	-	5.93
Energy	-	11.41
Technology	-	9.59
Materials	-	2.54
Financial	-	33.77
Consumer Staples	-	8.61
Metals & Mining	-	1.12
Healthcare	-	6.38
Capital Goods	-	1.16
Services	-	5.81
Consumer Discretionary	-	0.91
Communication	-	4.94