SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs DSP Top 100 Equity Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
DSP Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1017 Cr | ₹6399 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Jan 2024 | 10 Mar 2003 |
Category | Index | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | BSE 100 TRI |
Turn Over | % | 42% |
Expense Ratio | 1.02 | 1.88 |
Manager | Viral Chhadva | Jay Kothari |
ISIN Code | INF200KA18Z7 | INF740K01243 |
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 | DSP Top 100 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 | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.79% | 2.45% |
6 Month | 16.13% | 12% |
1 Year | -1.17% | 1.18% |
3 Year | - | 18.04% |
5 Year | - | 18.71% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.12% | 2.08% |
1 Year | 14.69% | 9.14% |
3 Year | - | 17.09% |
5 Year | - | 15.98% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 4.67% | 15.15% |
3 Year | - | 13.29% |
5 Year | - | 12.41% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.37% |
Sharp | - | 0.91% |
Beta | - | 0.85% |
Alpha | - | 4.24% |
Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Viral Chhadva | Jay Kothari |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 1 | 20 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.03 | 12.84 |
Large Cap | 91.83 | 78.42 |
Mid Cap | 4.14 | 4 |
Small Cap | - | 4.74 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.18 | 9.06 |
Energy | 7.89 | 4.07 |
Technology | 9.08 | 6.19 |
Industrials | 5.99 | 0.89 |
Basic Materials | 12.47 | 1.32 |
Consumer Defensive | 8.13 | 4.77 |
Financial Services | 23.87 | 43.37 |
Healthcare | 8.29 | 9.76 |
Consumer Cyclical | 18 | 12.88 |
Communication Services | 1.99 | 1.39 |
Utilities | 4.11 | 6.3 |
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