SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HDFC Top 100 Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹38905 Cr | ₹1040 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Oct 1996 | 31 Jan 2024 |
Category | Large Cap | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 14.32% | % |
Expense Ratio | 1.62 | 1.02 |
Manager | Dhruv Muchhal | Viral Chhadva |
ISIN Code | INF179K01BE2 | INF200KA18Z7 |
Exits Load | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | -1.59% | -2.9% |
6 Month | 6.62% | 7.42% |
1 Year | -1.42% | -2.07% |
3 Year | 17.38% | - |
5 Year | 21.76% | - |
SIP Return Analysis
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 3.43% | 3.39% |
1 Year | 4.32% | 4.93% |
3 Year | 14.88% | - |
5 Year | 16.94% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 17.07% | 4.82% |
3 Year | 15.48% | - |
5 Year | 14.95% | - |
Risk Management
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 1.07% | - |
Beta | 0.93% | - |
Alpha | 1.54% | - |
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Fund Managers
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Dhruv Muchhal | Viral Chhadva |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 1 |
HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 2.82 | 4.22 |
Large Cap | 90.56 | 91.68 |
Mid Cap | 6.62 | 4.1 |
Sector Allocation
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 2.34 | 0.16 |
Energy | 6.38 | 8.03 |
Industrials | 8.61 | 6.1 |
Technology | 6.45 | 9.83 |
Consumer Defensive | 5.82 | 7.91 |
Consumer Cyclical | 14.04 | 17.81 |
Basic Materials | 4.11 | 12.05 |
Financial Services | 33.95 | 24.2 |
Healthcare | 7.17 | 7.86 |
Utilities | 4.51 | 4.03 |
Real Estate | 0.46 | - |
Communication Services | 6.16 | 2.02 |
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