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 3.01% 2.34% 2.34%
6 Month -0.95% -1.87% -1.87%
1 Year 9.9% 5.66% 5.66%
3 Year 14.46% 14.4% 14.4%
5 Year 21.28% 21.37% 21.37%

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 2.09% 2% 2%
1 Year -0.2% -2.63% -2.63%
3 Year 13.74% 14.41% 14.41%
5 Year 15.2% 15.76% 15.76%

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 13.25% 13.34% 13.34%
3 Year 12.31% 13.25% 13.25%
5 Year 13.28% 13.65% 13.65%

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 0.45% 0.42% 0.42%
Beta 0.89% 0.97% 0.97%
Alpha 0.97% 0.59% 0.59%

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 5.73 4.68 4.68
Large Cap 81.07 82.56 82.56
Mid Cap 11.61 8.38 8.38
Small Cap 1.59 4.37 4.37

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 5.55 4.68 4.68
Energy 5.99 5.29 5.29
Technology 9.14 9.18 9.18
Industrials 7.58 10.92 10.92
Healthcare 6.33 6.82 6.82
Consumer Cyclical 14.76 7.58 7.58
Consumer Defensive 9.76 5.85 5.85
Basic Materials 5.47 5.38 5.38
Financial Services 31.3 34.65 34.65
Real Estate 1.24 0.84 0.84
Communication Services 2.87 2.93 2.93
Utilities - 5.89 5.89

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.4%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns15.39%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns15.37%

VS

Mirae Asset Large Cap Fund - Growth Plan Mirae Asset Large Cap Fund - Growth Plan

3Y Returns12.25%

Compare Now

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns6.71%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.89%

Compare Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.2%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns17.15%

Compare Now
Add to Cart Successfully