SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Tata Large Cap Fund compare

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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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

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)	₹1017 Cr	₹2684 Cr	₹2684 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

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	1.13%	1.07%	1.07%
6 Month	11.27%	8.9%	8.9%
1 Year	0.59%	-0.05%	-0.05%
3 Year	-	16.29%	16.29%
5 Year	-	19.37%	19.37%

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	3.24%	2.53%	2.53%
1 Year	15.54%	11.54%	11.54%
3 Year	-	13.25%	13.25%
5 Year	-	13.86%	13.86%

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	2.67%	12.75%	12.75%
3 Year	-	13.37%	13.37%
5 Year	-	13.84%	13.84%

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	-	0.94%	0.94%

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

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	3.7	7.39	7.39
Large Cap	92.28	80.8	80.8
Mid Cap	4.02	5.54	5.54
Small Cap	-	6.27	6.27

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	0.03	2.4	2.4
Energy	7.61	5.45	5.45
Technology	9.06	9.87	9.87
Industrials	5.8	9.07	9.07
Basic Materials	12.63	8.43	8.43
Consumer Defensive	8.27	5.28	5.28
Financial Services	23.1	33.42	33.42
Healthcare	8.2	3.33	3.33
Consumer Cyclical	19.4	16.03	16.03
Communication Services	1.96	2.35	2.35
Utilities	3.95	4.38	4.38