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) | ₹1039 Cr | ₹31451 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 | 1.37% | 0.55% |
| 6 Month | 5.57% | 2.99% |
| 1 Year | 13.78% | 9.97% |
| 3 Year | - | 16.53% |
| 5 Year | - | 15.3% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.86% | 4.14% |
| 1 Year | 19.21% | 16.46% |
| 3 Year | - | 14.45% |
| 5 Year | - | 14.38% |
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% | 17.49% |
| 3 Year | - | 15.51% |
| 5 Year | - | 15.28% |
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 | - | 0.75% |
| Beta | - | 0.94% |
| Alpha | - | 1.33% |
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 | 0.02 | 7.59 |
| Large Cap | 99.98 | 82.73 |
| Mid Cap | - | 3.15 |
| Small Cap | - | 6.53 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 0.02 | 3.37 |
| Petroleum Products | 2.22 | - |
| IT - Software | 10.36 | - |
| Construction | 2.17 | - |
| Ferrous Metals | 3.85 | - |
| Consumer Durables | 4.57 | - |
| Healthcare Services | 3.86 | - |
| Diversified FMCG | 3.85 | - |
| Non - Ferrous Metals | 2.11 | - |
| Banks | 10.41 | - |
| Pharmaceuticals & Biotechnology | 6.08 | - |
| Cement & Cement Products | 3.78 | - |
| Automobiles | 8.96 | - |
| Insurance | 4.05 | - |
| Agricultural Food & other Products | 2.01 | - |
| Oil | 1.97 | - |
| Food Products | 2.09 | - |
| Aerospace & Defense | 1.98 | - |
| Finance | 8.66 | - |
| Telecom - Services | 2.11 | - |
| Metals & Minerals Trading | 1.72 | - |
| Consumable Fuels | 1.86 | - |
| Transport Services | 2.02 | - |
| Power | 3.7 | - |
| Transport Infrastructure | 2.09 | - |
| Retailing | 3.5 | - |
| Communication Services | - | 4.83 |
| Energy | - | 5.58 |
| Industrials | - | 8.67 |
| Technology | - | 9.33 |
| Consumer Cyclical | - | 13.18 |
| Consumer Defensive | - | 7.25 |
| Financial Services | - | 34.58 |
| Basic Materials | - | 4.4 |
| Healthcare | - | 5.29 |
| Real Estate | - | 1.24 |
| Utilities | - | 2.28 |
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