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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Edelweiss Large Cap Fund compare

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1016 Cr ₹1337 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 5.45% 4.97%
6 Month 10.15% 6.86%
1 Year 7.86% 4.48%
3 Year - 16.07%
5 Year - 18.35%

SIP Return Analysis

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month 4.52% 3.02%
1 Year 18.43% 12.38%
3 Year - 13.84%
5 Year - 14.35%

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% 12.53%
3 Year - 13.5%
5 Year - 14.21%

Risk Management

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation - 11.93%
Sharp - 0.74%
Beta - 0.96%
Alpha - 0.70%

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 3.98 6.85
Large Cap 92.07 79.19
Mid Cap 3.95 12.96
Small Cap - 0.99

Sector Allocation

Scheme Name

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others -0.06 3.01
Energy 8.02 7.01
Technology 9.88 7.5
Industrials 8.08 9.11
Basic Materials 12.09 6.28
Healthcare 9.89 9.24
Consumer Defensive 8.04 6.13
Financial Services 22.03 32.47
Consumer Cyclical 16.05 12.41
Communication Services 1.96 3.1
Utilities 4.02 3.74

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