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) | ₹37659 Cr | ₹1017 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 | 1.62% | 3.09% |
6 Month | 11.36% | 15.36% |
1 Year | -3.04% | -1.86% |
3 Year | 15.55% | - |
5 Year | 21% | - |
SIP Return Analysis
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 2.66% | 5.12% |
1 Year | 7.91% | 14.69% |
3 Year | 13.49% | - |
5 Year | 15.53% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 16.87% | 4.67% |
3 Year | 15.55% | - |
5 Year | 15% | - |
Risk Management
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.25% | - |
Sharp | 0.68% | - |
Beta | 0.95% | - |
Alpha | 1.75% | - |
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 | 4.56 | 4.03 |
Large Cap | 88.15 | 91.83 |
Mid Cap | 7.29 | 4.14 |
Sector Allocation
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 4.04 | 0.18 |
Energy | 5.49 | 7.89 |
Industrials | 7.55 | 5.99 |
Technology | 4.74 | 9.08 |
Consumer Defensive | 5.93 | 8.13 |
Consumer Cyclical | 15.09 | 18 |
Basic Materials | 5.15 | 12.47 |
Financial Services | 32.74 | 23.87 |
Healthcare | 8.78 | 8.29 |
Utilities | 4.06 | 4.11 |
Real Estate | 0.44 | - |
Communication Services | 5.99 | 1.99 |
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