SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs HSBC Large Cap Fund compare

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹955 Cr ₹1896 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹5000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Jan 2024 10 Dec 2002
Category Large Cap 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 Exit load of 0.25%, if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
1 Month 1.65% 2.83%
6 Month 16.37% 17.35%
1 Year - 38.14%
3 Year - 16.79%
5 Year - 18.73%

SIP Return Analysis

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
6 Month - -
1 Year 4.4% 13.47%
3 Year 4.4% 31.86%
5 Year 4.4% 58.47%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
1 Year 6.75% 18.79%
3 Year 6.75% 45.54%
5 Year 6.75% 65.33%

Risk Management

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH HSBC Large Cap Fund - Regular Growth
Standard Deviation - 12.72%
Sharp - 0.84%
Beta - 0.98%
Alpha - 0.05%

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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 1.95
Large Cap 95.87 84.51
Mid Cap 2.13 11.5
Small Cap - 2.04

Sector Allocation

Scheme Name

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

HSBC Large Cap Fund - Regular Growth

Others 0.22 1.95
Energy 10.28 11.43
Technology 10.79 5.68
Construction 1.98 12.47
Metals & Mining 6.68 2.31
Materials 8.23 5.22
Consumer Staples 9.64 5.96
Financial 17.93 27.34
Healthcare 9.72 6.53
Automobile 12.82 5.15
Insurance 3.52 -
Consumer Discretionary 1.7 1.55
Communication 2.16 2.89
Services 4.33 8.62
Capital Goods - 2.5
Textiles - 0.4

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