SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HSBC Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1016 Cr | ₹1849 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Jan 2024 | 10 Dec 2002 |
Category | Index | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
Turn Over | % | 63% |
Expense Ratio | 1.02 | 2.13 |
Manager | Viral Chhadva | Gautam Bhupal |
ISIN Code | INF200KA18Z7 | INF336L01016 |
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 | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | -1.04% | -0.58% |
6 Month | 9.28% | 7.92% |
1 Year | 1.07% | 0.48% |
3 Year | - | 13.64% |
5 Year | - | 17.59% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.98% | 3.58% |
1 Year | 5.74% | 2.95% |
3 Year | - | 12.71% |
5 Year | - | 13.19% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 4.67% | 15.34% |
3 Year | - | 12.6% |
5 Year | - | 12.44% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 12.62% |
Sharp | - | 0.64% |
Beta | - | 0.96% |
Alpha | - | -0.36% |
Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Viral Chhadva | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Funds Managed | 1 | 13 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 4.03 | 7.38 |
Large Cap | 91.83 | 84.16 |
Mid Cap | 4.14 | 6.43 |
Small Cap | - | 2.03 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.18 | 2.84 |
Energy | 7.89 | 4.77 |
Technology | 9.08 | 10.28 |
Industrials | 5.99 | 9.05 |
Basic Materials | 12.47 | 3.79 |
Consumer Defensive | 8.13 | 4.56 |
Financial Services | 23.87 | 34.85 |
Healthcare | 8.29 | 6.72 |
Consumer Cyclical | 18 | 15.77 |
Communication Services | 1.99 | 3.73 |
Utilities | 4.11 | 3.63 |
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