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) | ₹1039 Cr | ₹50312 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 | 0.29% | - |
| 6 Month | 4% | - |
| 1 Year | 13.62% | - |
| 3 Year | - | - |
| 5 Year | - | - |
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 | 3.58% | - |
| 1 Year | 15.57% | - |
| 3 Year | - | - |
| 5 Year | - | - |
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 | 2.67% | - |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Standard Deviation | - | 11.56% |
| Sharp | - | 0.97% |
| Beta | - | 0.92% |
| Alpha | - | 4.12% |
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 | 4.69 | 0.74 |
| Large Cap | 91.46 | 83.62 |
| Mid Cap | 3.86 | 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 | 0.74 |
| Energy | 7.77 | 13.71 |
| Technology | 10.36 | 5.82 |
| Industrials | 8.27 | - |
| Basic Materials | 12.06 | - |
| Healthcare | 9.93 | 2.35 |
| Consumer Defensive | 7.95 | - |
| Financial Services | 23.13 | - |
| Consumer Cyclical | 14.71 | - |
| Communication Services | 2.11 | - |
| Utilities | 3.71 | - |
| 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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