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Tata Large Cap Fund vs SBI Blue Chip Fund compare

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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

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

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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) ₹53959 Cr ₹2702 Cr ₹2702 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 -2.27% -3.27% -3.27%
6 Month 7.74% 6.02% 6.02%
1 Year 1.37% -3.31% -3.31%
3 Year 15.1% 15.07% 15.07%
5 Year 19.4% 19.1% 19.1%

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 4.08% 2.97% 2.97%
1 Year 6.61% 3.33% 3.33%
3 Year 14.03% 13.73% 13.73%
5 Year 14.78% 14.81% 14.81%

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 12.92% 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 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 1.05% 1.02% 1.02%
Beta 0.89% 0.96% 0.96%
Alpha 1.11% 0.61% 0.61%

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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 5.3 7.34 7.34
Large Cap 81.45 81.56 81.56
Small Cap 1.64 5.38 5.38
Mid Cap 11.62 5.72 5.72

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 5.3 4.22 4.22
Energy 8.06 5.83 5.83
Technology 5.25 6.82 6.82
Industrials 7.46 9.34 9.34
Basic Materials 9.37 7.34 7.34
Consumer Cyclical 12.71 14.61 14.61
Consumer Defensive 8.44 4.87 4.87
Financial Services 33.56 35.42 35.42
Healthcare 6.02 4.29 4.29
Utilities 1.03 4.84 4.84
Real Estate 0.08 0 0
Communication Services 2.72 2.42 2.42

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