Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund compare
SBI Blue Chip Fund-Regular Plan Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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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