SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Canara Robeco Blue Chip Equity Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1017 Cr | ₹16515 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Jan 2024 | 20 Aug 2010 |
Category | Index | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | BSE 100 TRI |
Turn Over | % | 33% |
Expense Ratio | 1.02 | 1.65 |
Manager | Viral Chhadva | Shridatta Bhandwaldar |
ISIN Code | INF200KA18Z7 | INF760K01AR3 |
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 | Canara Robeco Bluechip Equity 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 NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.09% | -0.08% |
6 Month | 12.72% | 10.07% |
1 Year | -0.76% | 0.51% |
3 Year | - | 16.07% |
5 Year | - | 17.15% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.24% | 1.31% |
1 Year | 15.54% | 10.24% |
3 Year | - | 14.3% |
5 Year | - | 13.88% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 2.67% | 12.18% |
3 Year | - | 14.43% |
5 Year | - | 13.79% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 11.41% |
Sharp | - | 0.83% |
Beta | - | 0.89% |
Alpha | - | 1.55% |
Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Viral Chhadva | Shridatta Bhandwaldar |
Total AUM | ₹0 Cr | ₹69491 Cr |
Funds Managed | 1 | 12 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.7 | 6.37 |
Large Cap | 92.28 | 84.74 |
Mid Cap | 4.02 | 8.89 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.03 | 3.33 |
Energy | 7.61 | 5.41 |
Technology | 9.06 | 8.19 |
Industrials | 5.8 | 8.9 |
Basic Materials | 12.63 | 4.63 |
Consumer Defensive | 8.27 | 7.73 |
Financial Services | 23.1 | 32.13 |
Healthcare | 8.2 | 7.29 |
Consumer Cyclical | 19.4 | 14.64 |
Communication Services | 1.96 | 4.36 |
Utilities | 3.95 | 2.96 |
Real Estate | - | 0.43 |
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