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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Frontline Equity Fund compare

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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tortoise-icon Aditya Birla Sun Life Large Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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