SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Nippon India Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1040 Cr | ₹43829 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Jan 2024 | 08 Aug 2007 |
Category | Index | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | BSE 100 |
Turn Over | % | 52% |
Expense Ratio | 1.02 | 1.62 |
Manager | Viral Chhadva | Ashutosh Bhargava |
ISIN Code | INF200KA18Z7 | INF204K01554 |
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 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Month | -3.07% | -5.26% |
6 Month | 7.81% | 4.76% |
1 Year | -1.9% | 28.13% |
3 Year | - | 18.29% |
5 Year | - | 19.32% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
6 Month | 3.39% | - |
1 Year | 4.93% | 18.7% |
3 Year | - | 24.98% |
5 Year | - | 24.96% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Year | 4.82% | 12.73% |
3 Year | - | 13.72% |
5 Year | - | 14.17% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Standard Deviation | - | 12.74% |
Sharp | - | 1.33% |
Beta | - | 0.94% |
Alpha | - | 4.82% |
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Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Name | Viral Chhadva | Ashutosh Bhargava |
Total AUM | ₹0 Cr | ₹121448 Cr |
Funds Managed | 1 | 12 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 4.22 | 0.74 |
Large Cap | 91.68 | 83.62 |
Mid Cap | 4.1 | 8.92 |
Small Cap | - | 6.72 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 0.16 | 0.74 |
Energy | 8.03 | 13.71 |
Technology | 9.83 | 5.82 |
Industrials | 6.1 | - |
Basic Materials | 12.05 | - |
Consumer Defensive | 7.91 | - |
Financial Services | 24.2 | - |
Healthcare | 7.86 | 2.35 |
Consumer Cyclical | 17.81 | - |
Communication Services | 2.02 | - |
Utilities | 4.03 | - |
Capital Goods | - | 6.48 |
Construction | - | 3.68 |
Financial | - | 32.78 |
Consumer Staples | - | 9.78 |
Materials | - | 2.11 |
Services | - | 7.57 |
Metals & Mining | - | 2.31 |
Automobile | - | 7.04 |
Insurance | - | 3.17 |
Communication | - | 1.02 |
Diversified | - | 0.38 |
Chemicals | - | 0.7 |
Textiles | - | 0.36 |
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