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) | ₹1017 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 | 4.17% | 2.35% |
6 Month | 15.8% | 13.94% |
1 Year | -0.89% | -3.04% |
3 Year | - | 14.72% |
5 Year | - | 17.6% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 5.12% | 3.43% |
1 Year | 14.69% | 7.4% |
3 Year | - | 13.15% |
5 Year | - | 13.23% |
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 | - | 12.61% |
Sharp | - | 0.53% |
Beta | - | 0.96% |
Alpha | - | - |
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 | 3.7 | 9.57 |
Large Cap | 92.28 | 81.39 |
Mid Cap | 4.02 | 6.75 |
Small Cap | - | 2.3 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.03 | 6.15 |
Energy | 7.61 | 4.89 |
Technology | 9.06 | 9.06 |
Industrials | 5.8 | 9.43 |
Basic Materials | 12.63 | 2.32 |
Consumer Defensive | 8.27 | 4.98 |
Financial Services | 23.1 | 34.48 |
Healthcare | 8.2 | 7.17 |
Consumer Cyclical | 19.4 | 14.99 |
Communication Services | 1.96 | 3.62 |
Utilities | 3.95 | 2.89 |
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