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) | ₹55637 Cr | ₹3394 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 | 0.36% | -0.13% |
| 6 Month | 3.89% | 2.36% |
| 1 Year | 4.26% | 0.93% |
| 3 Year | 14.09% | 11.52% |
| 5 Year | 15% | 13.71% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.03% | 2.4% |
| 1 Year | 15.08% | 11.14% |
| 3 Year | 13.09% | 10.37% |
| 5 Year | 13.31% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.41% | 11.52% |
| 3 Year | 12.74% | 14.26% |
| 5 Year | 13.74% | 15.95% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 11.12% |
| Sharp | 0.7% | 0.42% |
| Beta | 0.88% | 0.90% |
| Alpha | 0.78% | -2.21% |
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 | 5.27 | 3.96 |
| Large Cap | 82.12 | 84.77 |
| Small Cap | 1.27 | 2.17 |
| Mid Cap | 11.34 | 9.1 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.26 | 2.99 |
| Energy | 7.88 | 9.45 |
| Technology | 5.66 | 8.55 |
| Industrials | 7.47 | 6.78 |
| Basic Materials | 11.22 | 4.37 |
| Consumer Cyclical | 13.39 | 14.79 |
| Consumer Defensive | 8.9 | 7.34 |
| Financial Services | 30.57 | 31.64 |
| Healthcare | 5.94 | 5.17 |
| Utilities | 0.97 | 1.97 |
| Communication Services | 2.74 | 6.94 |
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