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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) ₹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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