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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) | ₹1017 Cr | ₹2790 Cr | ₹2790 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 | -0.16% | 0.33% | 0.33% |
| 6 Month | 7.53% | 6.26% | 6.26% |
| 1 Year | 8.51% | 4.8% | 4.8% |
| 3 Year | - | 13.81% | 13.81% |
| 5 Year | - | 17.26% | 17.26% |
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 | 4.49% | 4.61% | 4.61% |
| 1 Year | 19.12% | 16.52% | 16.52% |
| 3 Year | - | 14.18% | 14.18% |
| 5 Year | - | 14.33% | 14.33% |
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 | 2.67% | 13.41% | 13.41% |
| 3 Year | - | 14.42% | 14.42% |
| 5 Year | - | 14.09% | 14.09% |
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 | - | 0.75% | 0.75% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 0.72% | 0.72% |
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 | 5.15 | 9.06 | 9.06 |
| Large Cap | 90.93 | 80.61 | 80.61 |
| Mid Cap | 3.92 | 4.23 | 4.23 |
| Small Cap | - | 6.11 | 6.11 |
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 | 0.78 | 2.81 | 2.81 |
| Energy | 7.97 | 5.59 | 5.59 |
| Technology | 9.9 | 10.91 | 10.91 |
| Industrials | 8.13 | 9.19 | 9.19 |
| Basic Materials | 12.27 | 8.2 | 8.2 |
| Healthcare | 9.69 | 1.08 | 1.08 |
| Consumer Defensive | 8.03 | 5.95 | 5.95 |
| Financial Services | 22.41 | 33.58 | 33.58 |
| Consumer Cyclical | 14.88 | 15.72 | 15.72 |
| Communication Services | 2.06 | 2.39 | 2.39 |
| Utilities | 3.89 | 4.57 | 4.57 |
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