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

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tortoise-icon SBI Blue Chip 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 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) ₹49128 Cr ₹3319 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 1.51 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 Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month 1.32% 0.81%
6 Month -0.5% -2.44%
1 Year 5.83% 3.48%
3 Year 18.27% 16.37%
5 Year 21.46% -

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 6.45% 4.93%
1 Year 6.84% 2.82%
3 Year 14.31% 12.02%
5 Year 15.01% -

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 12.92% 13.84%
3 Year 12.39% 14.84%
5 Year 13.43% -

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.31% 12.412%
Sharp 0.8% 0.415%
Beta 0.89% 0.927%
Alpha 1.11% -1.547%

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Fund Managers

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
Funds Managed 43 8
SBI Blue Chip Fund-Regular Plan Growth Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 6.74 4.17
Large Cap 80.34 86.51
Small Cap 1.49 1.84
Mid Cap 11.43 7.49

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 6.74 4.17
Petroleum Products 7.99 -
IT - Software 7.75 -
Construction 4.85 -
Retailing 1.62 -
Diversified FMCG 3.4 -
Non - Ferrous Metals 1.35 -
Banks 28.51 -
Pharmaceuticals & Biotechnology 6.31 -
Automobiles 3.36 -
Cement & Cement Products 1.6 -
Auto Components 4.72 -
Finance 2.63 -
Gas 0.97 -
Electrical Equipment 1.12 -
Diversified Metals 1.12 -
Food Products 3.28 -
Realty 1.19 -
Telecom - Services 3 -
Fertilizers & Agrochemicals 0.81 -
Industrial Products 0.6 -
Insurance 3.84 -
Ferrous Metals 0.41 -
Textiles & Apparels 2.83 -
Energy - 5.73
Technology - 10.54
Consumer Cyclical - 10.65
Industrials - 9.32
Basic Materials - 4
Financial Services - 34.16
Healthcare - 7.65
Consumer Defensive - 5.97
Communication Services - 5.88
Utilities - 1.92

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