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) | ₹40618 Cr | ₹1039 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 | 0.49% | -0.18% |
| 6 Month | 4.44% | 5.95% |
| 1 Year | 3.99% | 8.71% |
| 3 Year | 15.13% | - |
| 5 Year | 17.79% | - |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.82% | 3.16% |
| 1 Year | 13.25% | 17.24% |
| 3 Year | 12.81% | - |
| 5 Year | 14.7% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 17.64% | 2.67% |
| 3 Year | 16.65% | - |
| 5 Year | 15.25% | - |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 11.44% | - |
| Sharp | 0.73% | - |
| Beta | 0.92% | - |
| Alpha | 1.29% | - |
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 | 4.76 | 5.15 |
| Large Cap | 87.03 | 90.93 |
| Mid Cap | 8.22 | 3.92 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.97 | 0.78 |
| Energy | 5.77 | 7.97 |
| Industrials | 7.35 | 8.13 |
| Technology | 3.3 | 9.9 |
| Consumer Defensive | 4.66 | 8.03 |
| Consumer Cyclical | 17.12 | 14.88 |
| Healthcare | 10 | 9.69 |
| Basic Materials | 5.37 | 12.27 |
| Financial Services | 33.09 | 22.41 |
| Utilities | 2.82 | 3.89 |
| Real Estate | 0.4 | - |
| Communication Services | 6.16 | 2.06 |
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