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

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

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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Chart Comparison

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) ₹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 4.77% 4.1% 4.1%
6 Month 5.72% 4.05% 4.05%
1 Year 9.59% 7.7% 7.7%
3 Year - 18.45% 18.45%
5 Year - 24.52% 24.52%

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 7.46% 5.71% 5.71%
1 Year 7.31% 4.89% 4.89%
3 Year - 16% 16%
5 Year - 16.31% 16.31%

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 6.48% 13.34% 13.34%
3 Year - 13.25% 13.25%
5 Year - 13.65% 13.65%

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 - 0.61% 0.61%
Beta - 0.97% 0.97%
Alpha - 0.6% 0.6%

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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 5.73 5.73
Large Cap 93.91 82.46 82.46
Mid Cap 3.99 7.34 7.34
Small Cap - 4.47 4.47

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 5.73 5.73
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 - 5.25 5.25
Electrical Equipment - 2 2
IT - Software - 6.52 6.52
Retailing - 0.87 0.87
Personal Products - 1.85 1.85
Construction - 3.86 3.86
Ferrous Metals - 3.09 3.09
Diversified FMCG - 2.03 2.03
Banks - 28.27 28.27
Pharmaceuticals & Biotechnology - 6.69 6.69
Cement & Cement Products - 2.84 2.84
Automobiles - 5.86 5.86
Telecom - Services - 2.95 2.95
Finance - 4.07 4.07
IT - Services - 0.83 0.83
Consumer Durables - 2.55 2.55
Agricultural Food & other Products - 1.73 1.73
Realty - 0.83 0.83
Leisure Services - 0.98 0.98
Transport Services - 0.83 0.83
Industrial Manufacturing - 0.62 0.62
Power - 5.4 5.4
Transport Infrastructure - 1.18 1.18
Auto Components - 1.07 1.07
Insurance - 2.1 2.1

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