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) | ₹54688 Cr | ₹1017 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 | 1.37% | 1.18% |
| 6 Month | 4.64% | 6.81% |
| 1 Year | 7.23% | 11.17% |
| 3 Year | 14.02% | - |
| 5 Year | 16.39% | - |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.24% | 3.74% |
| 1 Year | 12.25% | 17.46% |
| 3 Year | 13.04% | - |
| 5 Year | 13.55% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.44% | 2.67% |
| 3 Year | 12.73% | - |
| 5 Year | 13.73% | - |
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 | 0.72% | - |
| Beta | 0.88% | - |
| Alpha | 0.55% | - |
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 | 5.27 | 5.15 |
| Large Cap | 82.12 | 90.93 |
| Small Cap | 1.27 | - |
| Mid Cap | 11.34 | 3.92 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 5.26 | 0.78 |
| Energy | 7.88 | 7.97 |
| Technology | 5.66 | 9.9 |
| Industrials | 7.47 | 8.13 |
| Basic Materials | 11.22 | 12.27 |
| Consumer Cyclical | 13.39 | 14.88 |
| Consumer Defensive | 8.9 | 8.03 |
| Financial Services | 30.57 | 22.41 |
| Healthcare | 5.94 | 9.69 |
| Utilities | 0.97 | 3.89 |
| Communication Services | 2.74 | 2.06 |
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