SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Edelweiss Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1044 Cr | ₹1108 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Jan 2024 | 20 May 2009 |
Category | Index Fund | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
Turn Over | % | 79% |
Expense Ratio | 1.02 | 2.16 |
Manager | Viral Chhadva | Bhavesh Jain |
ISIN Code | INF200KA18Z7 | INF754K01046 |
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 | Edelweiss Large Cap Fund - 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.22% | 5.32% |
6 Month | -13.11% | -12.05% |
1 Year | 2.38% | 3.54% |
3 Year | - | 12.61% |
5 Year | - | 23.54% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.77% | -2.68% |
1 Year | -6.74% | -6.47% |
3 Year | - | 13.84% |
5 Year | - | 15.43% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.48% | 13.43% |
3 Year | - | 13.33% |
5 Year | - | 14.04% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.521% |
Sharp | - | 0.582% |
Beta | - | 0.937% |
Alpha | - | 0.513% |
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Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Viral Chhadva | Bhavesh Jain |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 1 | 22 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.1 | 3.04 |
Large Cap | 93.91 | 82.38 |
Mid Cap | 3.99 | 12.93 |
Small Cap | - | 1.65 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.17 | 2.93 |
Energy | 9.97 | 5.35 |
Technology | 9.75 | 10.77 |
Industrials | 5.7 | 7.1 |
Basic Materials | 11.91 | 4.91 |
Consumer Defensive | 10.55 | 7.04 |
Financial Services | 22.35 | 32.37 |
Healthcare | 7.54 | 10.76 |
Consumer Cyclical | 16.15 | 11.32 |
Communication Services | 2.03 | 4.26 |
Utilities | 3.87 | 3.19 |
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