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 Risk | Very High Risk |
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 | -0.89% | -2.6% |
6 Month | -10.4% | -10.05% |
1 Year | 2.42% | 4.19% |
3 Year | - | 12.74% |
5 Year | - | 14.57% |
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 Year | - | -7.96% |
3 Year | - | 12.64% |
5 Year | - | 15.26% |
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 |
Fund Manage | 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 | 7.34 |
Large Cap | 95.87 | 76.94 |
Mid Cap | 2.13 | 14.95 |
Small Cap | - | 0.71 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.22 | 0.2 |
Energy | 10.28 | 10.26 |
Technology | 10.79 | 7.42 |
Construction | 1.98 | 4.52 |
Metals & Mining | 6.68 | 3.1 |
Materials | 8.23 | 2.55 |
Consumer Staples | 9.64 | 6.17 |
Financial | 17.93 | 30.96 |
Healthcare | 9.72 | 8.37 |
Automobile | 12.82 | 11.59 |
Insurance | 3.52 | 0.69 |
Consumer Discretionary | 1.7 | 0.42 |
Communication | 2.16 | 3.41 |
Services | 4.33 | 3.51 |
Capital Goods | - | 5.33 |
Chemicals | - | 1.44 |
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