SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs BANDHAN Large Cap Fund compare
BANDHAN Large Cap Fund - Regular Plan - Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2017 Cr | ₹1039 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jun 2006 | 31 Jan 2024 |
| Category | Large Cap | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 50 Equal Weight TRI |
| Turn Over | 78% | % |
| Expense Ratio | 2.06 | 1.02 |
| Manager | Ritika Behera | Viral Chhadva |
| ISIN Code | INF194K01516 | INF200KA18Z7 |
| Exits Load | Bandhan Large Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 0.29% | -0.18% |
| 6 Month | 5.92% | 5.95% |
| 1 Year | 4.77% | 8.71% |
| 3 Year | 16.62% | - |
| 5 Year | 15.75% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.16% | 3.16% |
| 1 Year | 17.23% | 17.24% |
| 3 Year | 15.57% | - |
| 5 Year | 14.78% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 11.17% | 2.67% |
| 3 Year | 10.93% | - |
| 5 Year | 10.98% | - |
Risk Management
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 12.87% | - |
| Sharp | 0.75% | - |
| Beta | 1.03% | - |
| Alpha | 1.73% | - |
Fund Managers
| Scheme Name | BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Ritika Behera | Viral Chhadva |
| Total AUM | ₹43013 Cr | ₹0 Cr |
| Funds Managed | 19 | 1 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
BANDHAN Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 4.2 | 5.15 |
| Large Cap | 81.17 | 90.93 |
| Small Cap | 7.5 | - |
| Mid Cap | 7.13 | 3.92 |
Sector Allocation
| Scheme Name |
BANDHAN Large Cap Fund - Regular Plan - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 1.05 | 0.78 |
| Energy | 7.44 | 7.97 |
| Technology | 11.83 | 9.9 |
| Consumer Cyclical | 13.62 | 14.88 |
| Industrials | 7.97 | 8.13 |
| Basic Materials | 7.49 | 12.27 |
| Financial Services | 29.29 | 22.41 |
| Consumer Defensive | 4.77 | 8.03 |
| Healthcare | 7.03 | 9.69 |
| Utilities | 3.87 | 3.89 |
| Communication Services | 2.69 | 2.06 |
| Real Estate | 2.95 | - |
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