SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Frontline Equity Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1016 Cr | ₹30001 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Jan 2024 | 30 Aug 2002 |
| Category | Index | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
| Turn Over | % | 45% |
| Expense Ratio | 1.02 | 1.65 |
| Manager | Viral Chhadva | Dhaval Joshi |
| ISIN Code | INF200KA18Z7 | INF209K01BR9 |
| Exits Load | SBI Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Month | 2.85% | 2.67% |
| 6 Month | 7.94% | 5.77% |
| 1 Year | 12.12% | 9.7% |
| 3 Year | - | 15.24% |
| 5 Year | - | 17.69% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | 4% | 2.84% |
| 1 Year | 17.97% | 14.22% |
| 3 Year | - | 14.6% |
| 5 Year | - | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 2.67% | 17.65% |
| 3 Year | - | 15.55% |
| 5 Year | - | 15.23% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | - | 11.64% |
| Sharp | - | 0.79% |
| Beta | - | 0.94% |
| Alpha | - | 1.26% |
Fund Managers
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Name | Viral Chhadva | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 1 | 55 |
| SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 3.98 | 7.25 |
| Large Cap | 92.07 | 81.86 |
| Mid Cap | 3.95 | 3.6 |
| Small Cap | - | 7.29 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | -0.06 | 4.44 |
| Energy | 8.02 | 5.23 |
| Technology | 9.88 | 8.3 |
| Industrials | 8.08 | 9.02 |
| Basic Materials | 12.09 | 4.94 |
| Healthcare | 9.89 | 5.41 |
| Consumer Defensive | 8.04 | 7.37 |
| Financial Services | 22.03 | 33.81 |
| Consumer Cyclical | 16.05 | 13.27 |
| Communication Services | 1.96 | 4.65 |
| Utilities | 4.02 | 2.29 |
| Real Estate | - | 1.27 |
Top Comparisons
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.29%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.29%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.95%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.41%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.08%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.62%
Kotak Debt Hybrid - Growth
3Y Returns9.95%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.58%