Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Large Cap Fund - Regular Growth

Invest Now

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) ₹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

Top Comparisons

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns15.85%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns15.85%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.53%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.86%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns13.37%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns25.6%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

Compare Now
Add to Cart Successfully