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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) ₹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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