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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) | ₹1007 Cr | ₹1271 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 | 3.31% | 3.7% |
| 6 Month | 9.04% | 5.88% |
| 1 Year | 6.27% | 4.9% |
| 3 Year | - | 20.62% |
| 5 Year | - | 21.05% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.82% | 9% |
| 1 Year | 12.69% | 10.77% |
| 3 Year | - | 17.23% |
| 5 Year | - | 16.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.82% | 13.06% |
| 3 Year | - | 13.38% |
| 5 Year | - | 14.12% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.04% |
| Sharp | - | 0.81% |
| Beta | - | 0.94% |
| Alpha | - | 1.09% |
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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 | 2.1 | 3.04 |
| Large Cap | 93.91 | 82.38 |
| Mid Cap | 3.99 | 12.93 |
| Small Cap | - | 1.65 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.17 | 2.93 |
| Energy | 9.97 | 5.35 |
| Technology | 9.75 | 10.77 |
| Industrials | 5.7 | 7.1 |
| Basic Materials | 11.91 | 4.91 |
| Consumer Defensive | 10.55 | 7.04 |
| Financial Services | 22.35 | 32.37 |
| Healthcare | 7.54 | 10.76 |
| Consumer Cyclical | 16.15 | 11.32 |
| Communication Services | 2.03 | 4.26 |
| Utilities | 3.87 | 3.19 |
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