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) | ₹55637 Cr | ₹1039 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 | 0.69% | 1.05% |
| 6 Month | 1.37% | 3.54% |
| 1 Year | 9.7% | 12.38% |
| 3 Year | 14.42% | - |
| 5 Year | 13.8% | - |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.69% | 2.82% |
| 1 Year | 12.11% | 14.07% |
| 3 Year | 12.02% | - |
| 5 Year | 12.72% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.32% | 4.65% |
| 3 Year | 12.8% | - |
| 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 | 5.66 | 0.02 |
| Large Cap | 82.59 | 99.98 |
| Small Cap | 1.15 | - |
| Mid Cap | 10.59 | - |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.26 | 0.02 |
| Energy | 8.24 | - |
| Technology | 5.77 | - |
| Industrials | 7.21 | - |
| Basic Materials | 11.06 | - |
| Consumer Cyclical | 14.55 | - |
| Consumer Defensive | 9.29 | - |
| Financial Services | 31.33 | - |
| Healthcare | 5.63 | - |
| Utilities | 0.92 | - |
| Communication Services | 2.76 | - |
| Petroleum Products | - | 2.22 |
| IT - Software | - | 10.36 |
| Construction | - | 2.17 |
| Ferrous Metals | - | 3.85 |
| Consumer Durables | - | 4.57 |
| Healthcare Services | - | 3.86 |
| Diversified FMCG | - | 3.85 |
| Non - Ferrous Metals | - | 2.11 |
| Banks | - | 10.41 |
| Pharmaceuticals & Biotechnology | - | 6.08 |
| Cement & Cement Products | - | 3.78 |
| Automobiles | - | 8.96 |
| Insurance | - | 4.05 |
| Agricultural Food & other Products | - | 2.01 |
| Oil | - | 1.97 |
| Food Products | - | 2.09 |
| Aerospace & Defense | - | 1.98 |
| Finance | - | 8.66 |
| Telecom - Services | - | 2.11 |
| Metals & Minerals Trading | - | 1.72 |
| Consumable Fuels | - | 1.86 |
| Transport Services | - | 2.02 |
| Power | - | 3.7 |
| Transport Infrastructure | - | 2.09 |
| Retailing | - | 3.5 |
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