SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HDFC Top 100 Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹35673 Cr | ₹1044 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Oct 1996 | 31 Jan 2024 |
Category | Large Cap | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 14.32% | % |
Expense Ratio | 1.62 | 1.02 |
Manager | Dhruv Muchhal | Viral Chhadva |
ISIN Code | INF179K01BE2 | INF200KA18Z7 |
Exits Load | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 4.41% | 5.22% |
6 Month | -11.34% | -13.11% |
1 Year | 2.65% | 2.38% |
3 Year | 14.59% | - |
5 Year | 26.12% | - |
SIP Return Analysis
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | -1.96% | -1.77% |
1 Year | -5.41% | -6.74% |
3 Year | 14.97% | - |
5 Year | 17.91% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 17.4% | 6.48% |
3 Year | 15.42% | - |
5 Year | 14.9% | - |
Risk Management
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.983% | - |
Sharp | 0.668% | - |
Beta | 0.929% | - |
Alpha | 3.112% | - |
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Fund Managers
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Dhruv Muchhal | Viral Chhadva |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 1 |
HDFC Large Cap Fund - Growth Option - Regular Plan | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 0.87 | 2.1 |
Large Cap | 93.11 | 93.91 |
Mid Cap | 6.03 | 3.99 |
Sector Allocation
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 0.72 | 0.17 |
Energy | 7.89 | 9.97 |
Industrials | 8.81 | 5.7 |
Technology | 10.3 | 9.75 |
Consumer Defensive | 7.96 | 10.55 |
Basic Materials | 2.57 | 11.91 |
Financial Services | 32.25 | 22.35 |
Healthcare | 6.18 | 7.54 |
Consumer Cyclical | 12.29 | 16.15 |
Real Estate | 0.63 | - |
Communication Services | 5.44 | 2.03 |
Utilities | 4.97 | 3.87 |
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