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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Tata Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹2408 Cr | ₹2408 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 31 Jan 2024 | 07 May 1998 | 07 May 1998 |
| Category | Index | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | % | 20.36% | 20.36% |
| Expense Ratio | 1.02 | 2.04 | 2.04 |
| Manager | Viral Chhadva | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF200KA18Z7 | INF277K01931 | INF277K01931 |
| Exits Load | 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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.71% | 1.2% | 1.2% |
| 6 Month | 1.42% | -1.67% | -1.67% |
| 1 Year | 3.74% | 2.35% | 2.35% |
| 3 Year | - | 18.56% | 18.56% |
| 5 Year | - | 21.74% | 21.74% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 6.87% | 5.81% | 5.81% |
| 1 Year | 5.8% | 3.81% | 3.81% |
| 3 Year | - | 14.44% | 14.44% |
| 5 Year | - | 15.28% | 15.28% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 4.82% | 12.99% | 12.99% |
| 3 Year | - | 13.25% | 13.25% |
| 5 Year | - | 13.75% | 13.75% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | - | 12.66% | 12.66% |
| Sharp | - | 0.77% | 0.77% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 0.55% | 0.55% |
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Fund Managers
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Viral Chhadva | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹0 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 1 | 7 | 7 |
| SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.1 | 5.62 | 5.62 |
| Large Cap | 93.91 | 83.8 | 83.8 |
| Mid Cap | 3.99 | 7.28 | 7.28 |
| Small Cap | - | 3.3 | 3.3 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.17 | 5.62 | 5.62 |
| Energy | 9.97 | - | - |
| Technology | 9.75 | - | - |
| Industrials | 5.7 | - | - |
| Basic Materials | 11.91 | - | - |
| Consumer Defensive | 10.55 | - | - |
| Financial Services | 22.35 | - | - |
| Healthcare | 7.54 | - | - |
| Consumer Cyclical | 16.15 | - | - |
| Communication Services | 2.03 | - | - |
| Utilities | 3.87 | - | - |
| Petroleum Products | - | 5.59 | 5.59 |
| Electrical Equipment | - | 1.98 | 1.98 |
| IT - Software | - | 6.14 | 6.14 |
| Retailing | - | 0.81 | 0.81 |
| Construction | - | 3.56 | 3.56 |
| Ferrous Metals | - | 3.59 | 3.59 |
| Diversified FMCG | - | 2.26 | 2.26 |
| Banks | - | 28.58 | 28.58 |
| Pharmaceuticals & Biotechnology | - | 6.67 | 6.67 |
| Cement & Cement Products | - | 2.72 | 2.72 |
| Automobiles | - | 6 | 6 |
| Telecom - Services | - | 3.16 | 3.16 |
| Finance | - | 3.7 | 3.7 |
| IT - Services | - | 0.75 | 0.75 |
| Consumer Durables | - | 2.55 | 2.55 |
| Agricultural Food & other Products | - | 1.82 | 1.82 |
| Personal Products | - | 0.82 | 0.82 |
| Realty | - | 0.8 | 0.8 |
| Leisure Services | - | 0.9 | 0.9 |
| Transport Services | - | 0.83 | 0.83 |
| Industrial Manufacturing | - | 0.61 | 0.61 |
| Power | - | 5.33 | 5.33 |
| Transport Infrastructure | - | 1.17 | 1.17 |
| Auto Components | - | 1.84 | 1.84 |
| Insurance | - | 2.2 | 2.2 |
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