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) | ₹55879 Cr | ₹1028 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 | -2.17% | -1.74% |
| 6 Month | 1.35% | 3.81% |
| 1 Year | 10.08% | 13% |
| 3 Year | 13.9% | - |
| 5 Year | 13.73% | - |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | -0.89% | -1.15% |
| 1 Year | 4.46% | 5.81% |
| 3 Year | 10.04% | - |
| 5 Year | 11.8% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.27% | 4.88% |
| 3 Year | 12.83% | - |
| 5 Year | 13.8% | - |
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 | 0.85% | - |
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 | 8.95 | 3.99 |
| Large Cap | 79.55 | 92.11 |
| Small Cap | 1.15 | - |
| Mid Cap | 10.34 | 3.89 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 4.28 | -0.03 |
| Energy | 6.96 | 8.02 |
| Technology | 5.73 | 9.76 |
| Industrials | 7.61 | 7.96 |
| Basic Materials | 10.97 | 12.25 |
| Consumer Cyclical | 13.87 | 16.09 |
| Consumer Defensive | 8.64 | 8 |
| Financial Services | 32.78 | 22.09 |
| Healthcare | 5.51 | 9.88 |
| Utilities | 0.89 | 4.01 |
| Communication Services | 2.75 | 1.99 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.4%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.07%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns8.85%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns8.85%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.45%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.18%
Franklin Templeton European Opportunities Fund - Growth
3Y Returns%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns24.66%