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

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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tortoise-icon 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) ₹52421 Cr ₹3302 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 2.88% 1.31%
6 Month 12.57% 10.6%
1 Year 0.18% -4.04%
3 Year 13.43% 11.52%
5 Year 19.07% -

SIP Return Analysis

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 3.26% 1.87%
1 Year 10.56% 5.71%
3 Year 13.42% 10.52%
5 Year 13.84% -

Rolling Lumpsum Returns

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 12.73% 13.13%
3 Year 12.54% 15.06%
5 Year 13.52% -

Risk Management

Scheme Name SBI Large Cap Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 11.64%
Sharp 0.64% 0.43%
Beta 0.89% 0.91%
Alpha 0.99% -1.27%

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 4.7 6.74
Large Cap 81.92 81.95
Small Cap 1.59 2.17
Mid Cap 11.79 9.13

Sector Allocation

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 4.7 5.78
Energy 7.6 9.25
Technology 4.95 8.56
Industrials 7.09 6.47
Basic Materials 11.04 4.33
Consumer Cyclical 12.69 9.83
Consumer Defensive 9.84 6.1
Financial Services 33.12 34.1
Healthcare 5.37 7.15
Utilities 0.97 1.94
Real Estate 0 -
Communication Services 2.64 6.48

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