Tata Large Cap Fund vs SBI Blue Chip Fund compare
SBI Blue Chip 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 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 | 6.09% | 5.62% | 5.62% |
6 Month | 5.03% | 4.34% | 4.34% |
1 Year | 12.04% | 8.24% | 8.24% |
3 Year | 18.23% | 18.18% | 18.18% |
5 Year | 23.58% | 23.78% | 23.78% |
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 | 2.33% | 1.28% | 1.28% |
1 Year | 0.3% | -3.68% | -3.68% |
3 Year | 12.86% | 12.91% | 12.91% |
5 Year | 14.32% | 14.54% | 14.54% |
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 | 0.65% | 0.61% | 0.61% |
Beta | 0.89% | 0.97% | 0.97% |
Alpha | 1.19% | 0.6% | 0.6% |
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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 | 6.89 | 5.73 | 5.73 |
Large Cap | 79.99 | 82.46 | 82.46 |
Small Cap | 1.54 | 4.47 | 4.47 |
Mid Cap | 11.58 | 7.34 | 7.34 |
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 | 6.89 | 5.73 | 5.73 |
Petroleum Products | 5.96 | 5.25 | 5.25 |
IT - Software | 8.3 | 6.52 | 6.52 |
Construction | 5.23 | 3.86 | 3.86 |
Retailing | 1.68 | 0.87 | 0.87 |
Diversified FMCG | 5.42 | 2.03 | 2.03 |
Non - Ferrous Metals | 1.52 | - | - |
Banks | 27.35 | 28.27 | 28.27 |
Pharmaceuticals & Biotechnology | 6.22 | 6.69 | 6.69 |
Automobiles | 4.48 | 5.86 | 5.86 |
Cement & Cement Products | 1.7 | 2.84 | 2.84 |
Auto Components | 4.7 | 1.07 | 1.07 |
Finance | 2.86 | 4.07 | 4.07 |
Gas | 0.42 | - | - |
Electrical Equipment | 1.28 | 2 | 2 |
Diversified Metals | 1.28 | - | - |
Food Products | 3.07 | - | - |
Realty | 1.24 | 0.83 | 0.83 |
Telecom - Services | 2.96 | 2.95 | 2.95 |
Fertilizers & Agrochemicals | 0.78 | - | - |
Industrial Products | 0.62 | - | - |
Insurance | 2.87 | 2.1 | 2.1 |
Ferrous Metals | 0.43 | 3.09 | 3.09 |
Textiles & Apparels | 2.74 | - | - |
Personal Products | - | 1.85 | 1.85 |
IT - Services | - | 0.83 | 0.83 |
Consumer Durables | - | 2.55 | 2.55 |
Agricultural Food & other Products | - | 1.73 | 1.73 |
Leisure Services | - | 0.98 | 0.98 |
Transport Services | - | 0.83 | 0.83 |
Industrial Manufacturing | - | 0.62 | 0.62 |
Power | - | 5.4 | 5.4 |
Transport Infrastructure | - | 1.18 | 1.18 |
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