- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 3.33% | 3.25% |
| 6 Month | -2.02% | -4.36% |
| 1 Year | 6.19% | 4.54% |
| 3 Year | - | 14.5% |
| 5 Year | - | 19.46% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.28% | 0.51% |
| 1 Year | -0.98% | -4.23% |
| 3 Year | - | 14.03% |
| 5 Year | - | 14.55% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Strategic Debt Fund - Growth Option
3Y Returns6.95%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.67%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns10.49%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns20%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.92%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.57%
ICICI Prudential Multicap Fund - Growth
3Y Returns20%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.3%
