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) | ₹1016 Cr | ₹1832 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 | 2.3% | 2.1% |
| 6 Month | 8.51% | 5.85% |
| 1 Year | 6.41% | 1.58% |
| 3 Year | - | 15.09% |
| 5 Year | - | 16.78% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.52% | 3.01% |
| 1 Year | 18.43% | 10.94% |
| 3 Year | - | 13.49% |
| 5 Year | - | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 2.67% | 15.07% |
| 3 Year | - | 12.65% |
| 5 Year | - | 12.52% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 12.29% |
| Sharp | - | 0.65% |
| Beta | - | 0.96% |
| Alpha | - | -0.06% |
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 | 3.98 | 5.5 |
| Large Cap | 92.07 | 85.25 |
| Mid Cap | 3.95 | 6.7 |
| Small Cap | - | 2.56 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | -0.06 | 2.32 |
| Energy | 8.02 | 5.94 |
| Technology | 9.88 | 9.84 |
| Industrials | 8.08 | 11.92 |
| Basic Materials | 12.09 | 2.42 |
| Healthcare | 9.89 | 7.07 |
| Consumer Defensive | 8.04 | 4.31 |
| Financial Services | 22.03 | 33.53 |
| Consumer Cyclical | 16.05 | 16.81 |
| Communication Services | 1.96 | 3.61 |
| Utilities | 4.02 | 2.24 |
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