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) | ₹1016 Cr | ₹6621 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 | 5.45% | 4.42% |
| 6 Month | 10.15% | 5.01% |
| 1 Year | 7.86% | 5.35% |
| 3 Year | - | 18.14% |
| 5 Year | - | 18.68% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.52% | 2.32% |
| 1 Year | 18.43% | 11.51% |
| 3 Year | - | 17.15% |
| 5 Year | - | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 2.67% | 15.03% |
| 3 Year | - | 13.35% |
| 5 Year | - | 12.46% |
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 | - | 1.02% |
| Beta | - | 0.86% |
| Alpha | - | 3.93% |
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 | 3.98 | 12.81 |
| Large Cap | 92.07 | 78.11 |
| Mid Cap | 3.95 | 4.44 |
| Small Cap | - | 4.65 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.06 | 9.4 |
| Energy | 8.02 | 4.36 |
| Technology | 9.88 | 7.44 |
| Industrials | 8.08 | 0.82 |
| Basic Materials | 12.09 | 1.04 |
| Healthcare | 9.89 | 9.77 |
| Consumer Defensive | 8.04 | 5.9 |
| Financial Services | 22.03 | 42.05 |
| Consumer Cyclical | 16.05 | 10.55 |
| Communication Services | 1.96 | 1.52 |
| Utilities | 4.02 | 7.15 |
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