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) | ₹52421 Cr | ₹2615 Cr | ₹2615 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 | 2.13% | 3.54% | 3.54% |
6 Month | 12.88% | 12.65% | 12.65% |
1 Year | 0.11% | -1.99% | -1.99% |
3 Year | 13.51% | 14.06% | 14.06% |
5 Year | 18.83% | 19.18% | 19.18% |
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 | 3.26% | 3.42% | 3.42% |
1 Year | 10.56% | 9.65% | 9.65% |
3 Year | 13.42% | 13.5% | 13.5% |
5 Year | 13.84% | 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 | 12.73% | 12.86% | 12.86% |
3 Year | 12.54% | 13.29% | 13.29% |
5 Year | 13.52% | 13.81% | 13.81% |
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 | 0.64% | 0.62% | 0.62% |
Beta | 0.89% | 0.97% | 0.97% |
Alpha | 0.99% | 0.7% | 0.7% |
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 | 4.7 | 6.54 | 6.54 |
Large Cap | 81.92 | 81.7 | 81.7 |
Small Cap | 1.59 | 6.32 | 6.32 |
Mid Cap | 11.79 | 5.44 | 5.44 |
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 | 4.7 | 3.52 | 3.52 |
Energy | 7.6 | 5.55 | 5.55 |
Technology | 4.95 | 8.92 | 8.92 |
Industrials | 7.09 | 9.22 | 9.22 |
Basic Materials | 11.04 | 7.6 | 7.6 |
Consumer Cyclical | 12.69 | 14.76 | 14.76 |
Consumer Defensive | 9.84 | 5.13 | 5.13 |
Financial Services | 33.12 | 34.93 | 34.93 |
Healthcare | 5.37 | 3.45 | 3.45 |
Utilities | 0.97 | 4.54 | 4.54 |
Real Estate | 0 | - | - |
Communication Services | 2.64 | 2.36 | 2.36 |
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