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) | ₹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 | 0.81% | 1.83% |
| 6 Month | 5.79% | 5.66% |
| 1 Year | 13.47% | 4.5% |
| 3 Year | - | 16.03% |
| 5 Year | - | 13.98% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.7% | 2.15% |
| 1 Year | 13.26% | 11.72% |
| 3 Year | - | 12.66% |
| 5 Year | - | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 2.67% | 14.7% |
| 3 Year | - | 12.74% |
| 5 Year | - | 12.6% |
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 | 4.69 | 7.43 |
| Large Cap | 91.46 | 84.11 |
| Mid Cap | 3.86 | 6.24 |
| Small Cap | - | 2.22 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 0 | 3.44 |
| Energy | 7.77 | 6.53 |
| Technology | 10.36 | 9.98 |
| Industrials | 8.27 | 10.36 |
| Basic Materials | 12.06 | 1.81 |
| Healthcare | 9.93 | 6.44 |
| Consumer Defensive | 7.95 | 7.11 |
| Financial Services | 23.13 | 33.97 |
| Consumer Cyclical | 14.71 | 15.41 |
| Communication Services | 2.11 | 3.83 |
| Utilities | 3.71 | 1.11 |
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