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) | ₹1016 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 | 0.41% | -1.27% |
6 Month | 12.72% | 10.7% |
1 Year | -4.24% | -5.28% |
3 Year | - | 14.95% |
5 Year | - | 17.09% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.63% | -0.64% |
1 Year | 6.17% | 0.6% |
3 Year | - | 11.55% |
5 Year | - | 13.3% |
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 | - | 0.74% |
Beta | - | 0.95% |
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 | 4.03 | 9.97 |
Large Cap | 91.83 | 74.1 |
Mid Cap | 4.14 | 14.95 |
Small Cap | - | 0.97 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.18 | 6.37 |
Energy | 7.89 | 7.97 |
Technology | 9.08 | 7.16 |
Industrials | 5.99 | 7.19 |
Basic Materials | 12.47 | 4.18 |
Consumer Defensive | 8.13 | 8.52 |
Financial Services | 23.87 | 34.45 |
Healthcare | 8.29 | 10.5 |
Consumer Cyclical | 18 | 8.1 |
Communication Services | 1.99 | 3.39 |
Utilities | 4.11 | 2.16 |
Top Comparisons
Kotak Large & Midcap Fund - Growth
3Y Returns18.27%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.95%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.75%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.61%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns19.77%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.43%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns14.69%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.04%