Tata Large Cap Fund vs SBI Blue Chip Fund compare

Link copied to clipboard!

SBI Large Cap Fund-Regular Plan Growth

Invest Now

Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

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 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

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	3.02%	3.43%	3.43%
6 Month	6.13%	7.35%	7.35%
1 Year	5.52%	5.58%	5.58%
3 Year	14.08%	15.05%	15.05%
5 Year	19.03%	19.8%	19.8%

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	-0.17%	1.04%	1.04%
1 Year	6.56%	7.77%	7.77%
3 Year	10.95%	11.51%	11.51%
5 Year	12.29%	12.85%	12.85%

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%

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	11.30%	12.18%	12.18%
Sharp	0.65%	0.68%	0.68%
Beta	0.90%	0.98%	0.98%
Alpha	-0.15%	0.16%	0.16%

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

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

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