SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Edelweiss Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1039 Cr | ₹1445 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Jan 2024 | 20 May 2009 |
| Category | Index | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
| Turn Over | % | 79% |
| Expense Ratio | 1.02 | 2.16 |
| Manager | Viral Chhadva | Bhavesh Jain |
| ISIN Code | INF200KA18Z7 | INF754K01046 |
| 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 | Edelweiss Large Cap Fund - 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.28% | 0.24% |
| 6 Month | 6.47% | 4.42% |
| 1 Year | 7.99% | 3% |
| 3 Year | - | 14.66% |
| 5 Year | - | 15.19% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.16% | 2.99% |
| 1 Year | 17.24% | 13.88% |
| 3 Year | - | 12.86% |
| 5 Year | - | 13.56% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.67% | 12.26% |
| 3 Year | - | 13.6% |
| 5 Year | - | 14.25% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 11.75% |
| Sharp | - | 0.66% |
| Beta | - | 0.95% |
| Alpha | - | 0.42% |
Fund Managers
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Viral Chhadva | Bhavesh Jain |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 1 | 22 |
| SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.15 | 7.61 |
| Large Cap | 90.93 | 78.65 |
| Mid Cap | 3.92 | 12.8 |
| Small Cap | - | 0.94 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.78 | 3.73 |
| Energy | 7.97 | 7.23 |
| Technology | 9.9 | 8.03 |
| Industrials | 8.13 | 9.22 |
| Basic Materials | 12.27 | 6 |
| Healthcare | 9.69 | 9.68 |
| Consumer Defensive | 8.03 | 5.88 |
| Financial Services | 22.41 | 31.22 |
| Consumer Cyclical | 14.88 | 12.2 |
| Communication Services | 2.06 | 3.23 |
| Utilities | 3.89 | 3.57 |
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