SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Frontline Equity Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Aditya Birla Sun Life Frontline Equity Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1044 Cr | ₹28081 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Jan 2024 | 30 Aug 2002 |
Category | Index | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
Turn Over | % | 45% |
Expense Ratio | 1.02 | 1.65 |
Manager | Viral Chhadva | Dhaval Joshi |
ISIN Code | INF200KA18Z7 | INF209K01BR9 |
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 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
1 Month | 3.4% | 3.47% |
6 Month | -4.78% | -3.67% |
1 Year | 8.65% | 12% |
3 Year | - | 14.32% |
5 Year | - | 23.45% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
6 Month | 2.22% | 1.89% |
1 Year | -1.73% | 0.05% |
3 Year | - | 15.2% |
5 Year | - | 16.15% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
1 Year | 6.48% | 18.68% |
3 Year | - | 15.45% |
5 Year | - | 14.97% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
Standard Deviation | - | 11.64% |
Sharp | - | 0.45% |
Beta | - | 0.93% |
Alpha | - | 1.03% |
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Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
Name | Viral Chhadva | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 1 | 55 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Aditya Birla Sun Life Frontline Equity Fund-Growth |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
Others | 2.1 | 6.73 |
Large Cap | 93.91 | 84.56 |
Mid Cap | 3.99 | 3.08 |
Small Cap | - | 7.24 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Aditya Birla Sun Life Frontline Equity Fund-Growth |
---|---|---|
Others | 0.17 | 6.73 |
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 | - |
Telecom - Services | - | 4.29 |
Petroleum Products | - | 5.53 |
Electrical Equipment | - | 1.35 |
IT - Software | - | 9.6 |
Retailing | - | 1.93 |
Cement & Cement Products | - | 1.82 |
Personal Products | - | 2.46 |
Construction | - | 4.88 |
Diversified FMCG | - | 3.05 |
Non - Ferrous Metals | - | 1.09 |
Banks | - | 24.66 |
Pharmaceuticals & Biotechnology | - | 5.58 |
Power | - | 2.61 |
Automobiles | - | 7.22 |
Finance | - | 4.85 |
Insurance | - | 2.3 |
Consumer Durables | - | 3.76 |
Transport Services | - | 1.37 |
Diversified Metals | - | 0.52 |
Oil | - | 0.38 |
Food Products | - | 0.44 |
Entertainment | - | 0.16 |
Aerospace & Defense | - | 0.32 |
Realty | - | 1.39 |
Industrial Products | - | 0.39 |
Leisure Services | - | 0.1 |
Healthcare Services | - | 0.8 |
Fertilizers & Agrochemicals | - | 0.59 |
Auto Components | - | 0.52 |
Industrial Manufacturing | - | 0.27 |
Beverages | - | 0.65 |
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