SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HSBC Large Cap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1044 Cr | ₹1828 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Jan 2024 | 10 Dec 2002 |
Category | Index Fund | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
Turn Over | % | 63% |
Expense Ratio | 1.02 | 2.13 |
Manager | Viral Chhadva | Gautam Bhupal |
ISIN Code | INF200KA18Z7 | INF336L01016 |
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 | HSBC Large Cap Fund - 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 | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | -0.89% | -2.78% |
6 Month | -10.4% | -9.75% |
1 Year | 2.42% | 3.7% |
3 Year | - | 11.54% |
5 Year | - | 13.84% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -8.24% |
3 Year | - | 12.45% |
5 Year | - | 14.52% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 6.48% | 16.04% |
3 Year | - | 12.53% |
5 Year | - | 12.28% |
Risk Management
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 13.598% |
Sharp | - | 0.473% |
Beta | - | 0.989% |
Alpha | - | -0.718% |
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Fund Managers
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Viral Chhadva | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Fund Manage | 1 | 13 |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 2 | 2.06 |
Large Cap | 95.87 | 81.25 |
Mid Cap | 2.13 | 10.78 |
Small Cap | - | 5.91 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.22 | 2.06 |
Energy | 10.28 | - |
Technology | 10.79 | - |
Construction | 1.98 | 4.73 |
Metals & Mining | 6.68 | - |
Materials | 8.23 | - |
Consumer Staples | 9.64 | - |
Financial | 17.93 | - |
Healthcare | 9.72 | - |
Automobile | 12.82 | - |
Insurance | 3.52 | - |
Consumer Discretionary | 1.7 | - |
Communication | 2.16 | - |
Services | 4.33 | - |
Petroleum Products | - | 3.19 |
IT - Software | - | 12.16 |
Diversified FMCG | - | 3.52 |
Banks | - | 20.16 |
Pharmaceuticals & Biotechnology | - | 7.11 |
Aerospace & Defense | - | 5.05 |
Gas | - | 1 |
Finance | - | 5.46 |
Transport Services | - | 1.82 |
Automobiles | - | 2.46 |
Beverages | - | 1.68 |
Oil | - | 1.26 |
Realty | - | 3.03 |
Consumer Durables | - | 1.45 |
Telecom - Services | - | 3.33 |
Healthcare Services | - | 1.72 |
Cement & Cement Products | - | 2.1 |
Power | - | 2.19 |
Capital Markets | - | 4.09 |
Ferrous Metals | - | 1.95 |
Retailing | - | 5.72 |
Textiles & Apparels | - | 0.5 |
Leisure Services | - | 2.26 |
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