Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹52251 Cr | ₹3396 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 | 3.34% | 3.37% |
6 Month | 5.27% | 2.91% |
1 Year | 5.83% | 2.87% |
3 Year | 18.64% | 17.03% |
5 Year | 20.92% | - |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.08% | 7.4% |
1 Year | 13.48% | 8.97% |
3 Year | 15.83% | 13.38% |
5 Year | 15.83% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap 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 Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.30% | 12.21% |
Sharp | 0.97% | 0.83% |
Beta | 0.91% | 0.91% |
Alpha | 0.19% | -1.56% |
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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 | 2.51 | 8.83 |
Large Cap | 84.09 | 83.47 |
Small Cap | 1.61 | 2.66 |
Mid Cap | 11.79 | 5.04 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.51 | 7.84 |
Petroleum Products | 7.89 | - |
IT - Software | 7.16 | - |
Construction | 5.2 | - |
Consumer Durables | 0.72 | - |
Retailing | 3.41 | - |
Diversified FMCG | 4.54 | - |
Non - Ferrous Metals | 1.33 | - |
Banks | 28.06 | - |
Pharmaceuticals & Biotechnology | 6.3 | - |
Automobiles | 3.14 | - |
Cement & Cement Products | 2.15 | - |
Auto Components | 5.2 | - |
Ferrous Metals | 0.62 | - |
Finance | 2.76 | - |
Gas | 1.05 | - |
Electrical Equipment | 1.12 | - |
Diversified Metals | 1.14 | - |
Food Products | 3.24 | - |
Realty | 1.13 | - |
Telecom - Services | 2.91 | - |
Fertilizers & Agrochemicals | 0.83 | - |
Industrial Products | 0.71 | - |
Insurance | 4.07 | - |
Textiles & Apparels | 2.81 | - |
Energy | - | 7.37 |
Technology | - | 9.05 |
Consumer Cyclical | - | 9.39 |
Industrials | - | 7.05 |
Basic Materials | - | 3.97 |
Financial Services | - | 33.92 |
Healthcare | - | 7.03 |
Consumer Defensive | - | 6.11 |
Communication Services | - | 6.33 |
Utilities | - | 1.93 |
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