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) | ₹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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