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

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

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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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 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) ₹1016 Cr ₹44165 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 4.21% -5.26%
6 Month 15.1% 4.76%
1 Year -1.63% 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 5.12% -
1 Year 14.69% 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 4.67% 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 - 11.88%
Sharp - 0.97%
Beta - 0.92%
Alpha - 5.13%

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 4.03 0.74
Large Cap 91.83 83.62
Mid Cap 4.14 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 0.18 0.74
Energy 7.89 13.71
Technology 9.08 5.82
Industrials 5.99 -
Basic Materials 12.47 -
Consumer Defensive 8.13 -
Financial Services 23.87 -
Healthcare 8.29 2.35
Consumer Cyclical 18 -
Communication Services 1.99 -
Utilities 4.11 -
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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