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) | ₹1017 Cr | ₹1292 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 | 4.17% | 2.81% |
6 Month | 15.8% | 12.95% |
1 Year | -0.89% | -2.93% |
3 Year | - | 15.77% |
5 Year | - | 18.21% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.12% | 2.53% |
1 Year | 14.69% | 7.8% |
3 Year | - | 13.18% |
5 Year | - | 13.9% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 4.67% | 12.82% |
3 Year | - | 13.46% |
5 Year | - | 14.17% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.16% |
Sharp | - | 0.61% |
Beta | - | 0.96% |
Alpha | - | 0.86% |
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 | 3.7 | 8.9 |
Large Cap | 92.28 | 75.37 |
Mid Cap | 4.02 | 15.14 |
Small Cap | - | 0.6 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.03 | 6.09 |
Energy | 7.61 | 7.71 |
Technology | 9.06 | 6.94 |
Industrials | 5.8 | 8.8 |
Basic Materials | 12.63 | 5.34 |
Consumer Defensive | 8.27 | 6.74 |
Financial Services | 23.1 | 31.46 |
Healthcare | 8.2 | 10.28 |
Consumer Cyclical | 19.4 | 10.49 |
Communication Services | 1.96 | 3.26 |
Utilities | 3.95 | 2.89 |
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