Tata Large Cap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | SBI Large Cap 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 | Average | Very High | Very High |
| Asset Size (Cr) | ₹52830 Cr | ₹2684 Cr | ₹2684 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 | 1.5 | 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 Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.42% | 1.26% | 1.26% |
| 6 Month | 5.51% | 6.02% | 6.02% |
| 1 Year | 4.52% | 4.25% | 4.25% |
| 3 Year | 13.54% | 14.39% | 14.39% |
| 5 Year | 17.65% | 18.29% | 18.29% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.08% | 4.4% | 4.4% |
| 1 Year | 12.99% | 14.52% | 14.52% |
| 3 Year | 13.25% | 13.78% | 13.78% |
| 5 Year | 13.53% | 14.1% | 14.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.54% | 12.75% | 12.75% |
| 3 Year | 12.64% | 13.37% | 13.37% |
| 5 Year | 13.6% | 13.84% | 13.84% |
Risk Management
| Scheme Name | SBI Large Cap 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 | 0.75% | 0.77% | 0.77% |
| Beta | 0.89% | 0.97% | 0.97% |
| Alpha | 0.77% | 0.94% | 0.94% |
Fund Managers
| Scheme Name | SBI Large Cap 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 Large Cap 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 Large Cap Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.06 | 7.48 | 7.48 |
| Large Cap | 83.58 | 80.67 | 80.67 |
| Small Cap | 1.7 | 6.15 | 6.15 |
| Mid Cap | 11.66 | 5.7 | 5.7 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.06 | 2.34 | 2.34 |
| Energy | 7.49 | 5.34 | 5.34 |
| Technology | 5.47 | 9.2 | 9.2 |
| Industrials | 7.57 | 9.03 | 9.03 |
| Basic Materials | 11.02 | 9.42 | 9.42 |
| Consumer Cyclical | 13.83 | 16.21 | 16.21 |
| Consumer Defensive | 9.45 | 5.44 | 5.44 |
| Financial Services | 32.91 | 33.59 | 33.59 |
| Healthcare | 5.64 | 2.62 | 2.62 |
| Utilities | 0.97 | 4.54 | 4.54 |
| Communication Services | 2.6 | 2.27 | 2.27 |
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