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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) | ₹1039 Cr | ₹2827 Cr | ₹2827 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 | 0.4% | -1.62% | -1.62% |
| 6 Month | 5.15% | 2.52% | 2.52% |
| 1 Year | 16.01% | 11.54% | 11.54% |
| 3 Year | - | 14.77% | 14.77% |
| 5 Year | - | 14.25% | 14.25% |
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 | 2.82% | 1.97% | 1.97% |
| 1 Year | 14.07% | 10.16% | 10.16% |
| 3 Year | - | 11.48% | 11.48% |
| 5 Year | - | 12.58% | 12.58% |
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 | 4.65% | 13.28% | 13.28% |
| 3 Year | - | 14.44% | 14.44% |
| 5 Year | - | 14.1% | 14.1% |
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 | - | 0.79% | 0.79% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 0.61% | 0.61% |
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 | 0.02 | 8.9 | 8.9 |
| Large Cap | 99.98 | 80.25 | 80.25 |
| Mid Cap | - | 4.36 | 4.36 |
| Small Cap | - | 6.5 | 6.5 |
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 | 0.02 | 3.32 | 3.32 |
| Petroleum Products | 2.22 | - | - |
| IT - Software | 10.36 | - | - |
| Construction | 2.17 | - | - |
| Ferrous Metals | 3.85 | - | - |
| Consumer Durables | 4.57 | - | - |
| Healthcare Services | 3.86 | - | - |
| Diversified FMCG | 3.85 | - | - |
| Non - Ferrous Metals | 2.11 | - | - |
| Banks | 10.41 | - | - |
| Pharmaceuticals & Biotechnology | 6.08 | - | - |
| Cement & Cement Products | 3.78 | - | - |
| Automobiles | 8.96 | - | - |
| Insurance | 4.05 | - | - |
| Agricultural Food & other Products | 2.01 | - | - |
| Oil | 1.97 | - | - |
| Food Products | 2.09 | - | - |
| Aerospace & Defense | 1.98 | - | - |
| Finance | 8.66 | - | - |
| Telecom - Services | 2.11 | - | - |
| Metals & Minerals Trading | 1.72 | - | - |
| Consumable Fuels | 1.86 | - | - |
| Transport Services | 2.02 | - | - |
| Power | 3.7 | - | - |
| Transport Infrastructure | 2.09 | - | - |
| Retailing | 3.5 | - | - |
| Energy | - | 5.82 | 5.82 |
| Industrials | - | 8.27 | 8.27 |
| Technology | - | 10.34 | 10.34 |
| Financial Services | - | 33.75 | 33.75 |
| Basic Materials | - | 7.97 | 7.97 |
| Consumer Defensive | - | 5.91 | 5.91 |
| Consumer Cyclical | - | 16.76 | 16.76 |
| Healthcare | - | 1.05 | 1.05 |
| Communication Services | - | 2.42 | 2.42 |
| Utilities | - | 4.39 | 4.39 |
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