Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Large Cap Fund vs SBI Blue Chip Fund compare

Link copied to clipboard!

tortoise-icon SBI Blue Chip Fund-Regular Plan Growth

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹49128 Cr ₹2408 Cr ₹2408 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 14 Feb 2006 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 15% 20.36% 20.36%
Expense Ratio 1.51 2.04 2.04
Manager Pradeep Kesavan Kapil Malhotra Kapil Malhotra
ISIN Code INF200K01180 INF277K01931 INF277K01931
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 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 1.32% 1.2% 1.2%
6 Month -0.5% -1.67% -1.67%
1 Year 5.83% 2.35% 2.35%
3 Year 18.27% 18.56% 18.56%
5 Year 21.46% 21.74% 21.74%

SIP Return Analysis

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month 6.45% 5.81% 5.81%
1 Year 6.84% 3.81% 3.81%
3 Year 14.31% 14.44% 14.44%
5 Year 15.01% 15.28% 15.28%

Rolling Lumpsum Returns

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 12.92% 12.99% 12.99%
3 Year 12.39% 13.25% 13.25%
5 Year 13.43% 13.75% 13.75%

Risk Management

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 11.31% 12.66% 12.66%
Sharp 0.8% 0.77% 0.77%
Beta 0.89% 0.97% 0.97%
Alpha 1.11% 0.55% 0.55%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Pradeep Kesavan Kapil Malhotra Kapil Malhotra
Total AUM ₹434274 Cr ₹18472 Cr ₹18472 Cr
Funds Managed 43 7 7
SBI Blue Chip Fund-Regular Plan Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 6.74 5.62 5.62
Large Cap 80.34 83.8 83.8
Small Cap 1.49 3.3 3.3
Mid Cap 11.43 7.28 7.28

Sector Allocation

Scheme Name

SBI Blue Chip Fund-Regular Plan Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 6.74 5.62 5.62
Petroleum Products 7.99 5.59 5.59
IT - Software 7.75 6.14 6.14
Construction 4.85 3.56 3.56
Retailing 1.62 0.81 0.81
Diversified FMCG 3.4 2.26 2.26
Non - Ferrous Metals 1.35 - -
Banks 28.51 28.58 28.58
Pharmaceuticals & Biotechnology 6.31 6.67 6.67
Automobiles 3.36 6 6
Cement & Cement Products 1.6 2.72 2.72
Auto Components 4.72 1.84 1.84
Finance 2.63 3.7 3.7
Gas 0.97 - -
Electrical Equipment 1.12 1.98 1.98
Diversified Metals 1.12 - -
Food Products 3.28 - -
Realty 1.19 0.8 0.8
Telecom - Services 3 3.16 3.16
Fertilizers & Agrochemicals 0.81 - -
Industrial Products 0.6 - -
Insurance 3.84 2.2 2.2
Ferrous Metals 0.41 3.59 3.59
Textiles & Apparels 2.83 - -
IT - Services - 0.75 0.75
Consumer Durables - 2.55 2.55
Agricultural Food & other Products - 1.82 1.82
Personal Products - 0.82 0.82
Leisure Services - 0.9 0.9
Transport Services - 0.83 0.83
Industrial Manufacturing - 0.61 0.61
Power - 5.33 5.33
Transport Infrastructure - 1.17 1.17

Top Comparisons

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns11.13%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns8.63%

Compare Now

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.43%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.88%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns22.66%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns23.2%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns15.71%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns22.71%

Compare Now
Add to Cart Successfully