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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) | ₹1044 Cr | ₹1828 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 | 6.35% | 5.5% |
| 6 Month | 5.82% | 1.2% |
| 1 Year | 10.12% | 8.45% |
| 3 Year | - | 18.71% |
| 5 Year | - | 21.72% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.21% | -0.3% |
| 1 Year | -2.67% | -5.79% |
| 3 Year | - | 12.35% |
| 5 Year | - | 13.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.48% | 16.04% |
| 3 Year | - | 12.53% |
| 5 Year | - | 12.28% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.193% |
| Sharp | - | 0.369% |
| Beta | - | 0.998% |
| Alpha | - | -0.734% |
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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 | 2.1 | 4.08 |
| Large Cap | 93.91 | 82.36 |
| Mid Cap | 3.99 | 8.66 |
| Small Cap | - | 4.89 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.17 | 1.48 |
| Energy | 9.97 | 6.28 |
| Technology | 9.75 | 13.74 |
| Industrials | 5.7 | 10.76 |
| Basic Materials | 11.91 | 6.14 |
| Consumer Defensive | 10.55 | 6.13 |
| Financial Services | 22.35 | 27.66 |
| Healthcare | 7.54 | 6.85 |
| Consumer Cyclical | 16.15 | 11.58 |
| Communication Services | 2.03 | 3.56 |
| Utilities | 3.87 | 3.81 |
| Real Estate | - | 2.04 |
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