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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs SBI Blue Chip Fund compare

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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