SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹53030 Cr | ₹1016 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2006 | 31 Jan 2024 |
Category | Large Cap | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 15% | % |
Expense Ratio | 1.5 | 1.02 |
Manager | Pradeep Kesavan | Viral Chhadva |
ISIN Code | INF200K01180 | INF200KA18Z7 |
Exits Load | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | -0.02% | 1.01% |
6 Month | 10.2% | 10.99% |
1 Year | 3.37% | 0.96% |
3 Year | 14.06% | - |
5 Year | 18.61% | - |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 2.45% | 2.98% |
1 Year | 4.93% | 5.74% |
3 Year | 12.43% | - |
5 Year | 13.52% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 12.73% | 4.67% |
3 Year | 12.54% | - |
5 Year | 13.52% | - |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 11.31% | - |
Sharp | 0.8% | - |
Beta | 0.88% | - |
Alpha | 1.21% | - |
Fund Managers
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Pradeep Kesavan | Viral Chhadva |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 1 |
SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 4.7 | 4.03 |
Large Cap | 81.92 | 91.83 |
Small Cap | 1.59 | - |
Mid Cap | 11.79 | 4.14 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 4.7 | 0.18 |
Energy | 7.6 | 7.89 |
Technology | 4.95 | 9.08 |
Industrials | 7.09 | 5.99 |
Basic Materials | 11.04 | 12.47 |
Consumer Cyclical | 12.69 | 18 |
Consumer Defensive | 9.84 | 8.13 |
Financial Services | 33.12 | 23.87 |
Healthcare | 5.37 | 8.29 |
Utilities | 0.97 | 4.11 |
Real Estate | 0 | - |
Communication Services | 2.64 | 1.99 |
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