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) | ₹38251 Cr | ₹1016 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 | 2.33% | 3.17% |
| 6 Month | 4.56% | 9.05% |
| 1 Year | 3.47% | 7.26% |
| 3 Year | 15.86% | - |
| 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 | 0.33% | 1.57% |
| 1 Year | 5.94% | 11.48% |
| 3 Year | 11.27% | - |
| 5 Year | 14.13% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 16.67% | 2.67% |
| 3 Year | 15.6% | - |
| 5 Year | 15.03% | - |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 11.53% | - |
| Sharp | 0.78% | - |
| Beta | 0.92% | - |
| Alpha | 1.27% | - |
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 | 2.52 | 3.98 |
| Large Cap | 89.99 | 92.07 |
| Mid Cap | 7.49 | 3.95 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 1.98 | -0.06 |
| Energy | 5.09 | 8.02 |
| Industrials | 7.12 | 8.08 |
| Technology | 4.51 | 9.88 |
| Consumer Defensive | 4.78 | 8.04 |
| Consumer Cyclical | 18.6 | 16.05 |
| Basic Materials | 5.5 | 12.09 |
| Financial Services | 32.92 | 22.03 |
| Healthcare | 9.17 | 9.89 |
| Utilities | 4.09 | 4.02 |
| Real Estate | 0.39 | - |
| Communication Services | 5.85 | 1.96 |
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