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) | ₹52830 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 | 4.24% | 4.96% |
| 6 Month | 8.26% | 10.54% |
| 1 Year | 6.44% | 8.75% |
| 3 Year | 14.81% | - |
| 5 Year | 18.78% | - |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.73% | 4.52% |
| 1 Year | 13.07% | 18.43% |
| 3 Year | 13.65% | - |
| 5 Year | 13.95% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.54% | 2.67% |
| 3 Year | 12.64% | - |
| 5 Year | 13.6% | - |
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 | 0.75% | - |
| Beta | 0.89% | - |
| Alpha | 0.77% | - |
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 | 3.06 | 3.98 |
| Large Cap | 83.58 | 92.07 |
| Small Cap | 1.7 | - |
| Mid Cap | 11.66 | 3.95 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.06 | -0.06 |
| Energy | 7.49 | 8.02 |
| Technology | 5.47 | 9.88 |
| Industrials | 7.57 | 8.08 |
| Basic Materials | 11.02 | 12.09 |
| Consumer Cyclical | 13.83 | 16.05 |
| Consumer Defensive | 9.45 | 8.04 |
| Financial Services | 32.91 | 22.03 |
| Healthcare | 5.64 | 9.89 |
| Utilities | 0.97 | 4.02 |
| Communication Services | 2.6 | 1.96 |
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