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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HSBC Large Cap Fund compare

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1039 Cr ₹1919 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 -1.03% 0.52%
6 Month 4.67% 4.65%
1 Year 7.61% -1.31%
3 Year - 14.36%
5 Year - 13.85%

SIP Return Analysis

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
6 Month 3.16% 3.21%
1 Year 17.24% 14.8%
3 Year - 12.97%
5 Year - 13.02%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
1 Year 2.67% 14.79%
3 Year - 12.73%
5 Year - 12.59%

Risk Management

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
Standard Deviation - 12.13%
Sharp - 0.59%
Beta - 0.96%
Alpha - -0.11%

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 5.15 5.02
Large Cap 90.93 85.35
Mid Cap 3.92 7.17
Small Cap - 2.46

Sector Allocation

Scheme Name

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

HSBC Large Cap Fund - Regular Growth

Others 0.78 1.07
Energy 7.97 6.28
Technology 9.9 9.59
Industrials 8.13 11.1
Basic Materials 12.27 1.89
Healthcare 9.69 6.94
Consumer Defensive 8.03 7.17
Financial Services 22.41 34.54
Consumer Cyclical 14.88 15.83
Communication Services 2.06 3.8
Utilities 3.89 1.78

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