Sundaram Large Cap Fund Regular Plan vs SBI Blue Chip Fund compare

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SBI Large Cap Fund-Regular Plan Growth

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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)	₹54688 Cr	₹3358 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

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	1.79%	1.91%
6 Month	5.16%	4.42%
1 Year	5.39%	2.22%
3 Year	13.66%	11.18%
5 Year	15.77%	14.59%

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	3.55%	3.4%
1 Year	15.67%	12.44%
3 Year	13.31%	10.91%
5 Year	13.5%	11.64%

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%

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.25%	11.12%
Sharp	0.62%	0.42%
Beta	0.90%	0.90%
Alpha	0.02%	-2.21%

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

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.84	3.96
Large Cap	85.11	84.77
Small Cap	1.66	2.17
Mid Cap	8.39	9.1

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.84	2.99
Petroleum Products	7.88	-
IT - Software	5.65	-
Construction	5.45	-
Consumer Durables	3.82	-
Retailing	4.98	-
Diversified FMCG	2.07	-
Non - Ferrous Metals	1.71	-
Banks	24.39	-
Pharmaceuticals & Biotechnology	5.95	-
Automobiles	3.95	-
Cement & Cement Products	1.97	-
Auto Components	4.28	-
Ferrous Metals	1.87	-
Finance	2.02	-
Gas	0.97	-
Electrical Equipment	1.71	-
Beverages	1.35	-
Diversified Metals	1.13	-
Food Products	3.28	-
Industrial Products	0.7	-
Telecom - Services	2.74	-
Fertilizers & Agrochemicals	0.74	-
Insurance	4.16	-
Textiles & Apparels	2.39	-
Energy	-	9.45
Technology	-	8.55
Consumer Cyclical	-	14.79
Industrials	-	6.78
Financial Services	-	31.64
Healthcare	-	5.17
Consumer Defensive	-	7.34
Communication Services	-	6.94
Basic Materials	-	4.37
Utilities	-	1.97