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) | ₹52421 Cr | ₹3302 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 | 2.88% | 1.31% |
6 Month | 12.57% | 10.6% |
1 Year | 0.18% | -4.04% |
3 Year | 13.43% | 11.52% |
5 Year | 19.07% | - |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.26% | 1.87% |
1 Year | 10.56% | 5.71% |
3 Year | 13.42% | 10.52% |
5 Year | 13.84% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.73% | 13.13% |
3 Year | 12.54% | 15.06% |
5 Year | 13.52% | - |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.31% | 11.64% |
Sharp | 0.64% | 0.43% |
Beta | 0.89% | 0.91% |
Alpha | 0.99% | -1.27% |
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 | 4.7 | 6.74 |
Large Cap | 81.92 | 81.95 |
Small Cap | 1.59 | 2.17 |
Mid Cap | 11.79 | 9.13 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.7 | 5.78 |
Energy | 7.6 | 9.25 |
Technology | 4.95 | 8.56 |
Industrials | 7.09 | 6.47 |
Basic Materials | 11.04 | 4.33 |
Consumer Cyclical | 12.69 | 9.83 |
Consumer Defensive | 9.84 | 6.1 |
Financial Services | 33.12 | 34.1 |
Healthcare | 5.37 | 7.15 |
Utilities | 0.97 | 1.94 |
Real Estate | 0 | - |
Communication Services | 2.64 | 6.48 |
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