SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs SBI Blue Chip Fund compare
SBI Blue Chip Fund-Regular Plan Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49128 Cr | ₹1044 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2006 | 31 Jan 2024 |
Category | Large Cap | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 15% | % |
Expense Ratio | 1.51 | 1.02 |
Manager | Pradeep Kesavan | Viral Chhadva |
ISIN Code | INF200K01180 | INF200KA18Z7 |
Exits Load | SBI Blue Chip Fund - Regular Plan - 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 | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 5.83% | 6.17% |
6 Month | -4.87% | -6.28% |
1 Year | 9.73% | 6.73% |
3 Year | 12.86% | - |
5 Year | 21.9% | - |
SIP Return Analysis
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | -2.87% | -1.98% |
1 Year | -7.89% | -9.38% |
3 Year | 10.49% | - |
5 Year | 13.23% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 13.25% | 6.48% |
3 Year | 12.31% | - |
5 Year | 13.28% | - |
Risk Management
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 11.31% | - |
Sharp | 0.45% | - |
Beta | 0.89% | - |
Alpha | 0.97% | - |
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Fund Managers
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Pradeep Kesavan | Viral Chhadva |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 1 |
SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 5.73 | 2.1 |
Large Cap | 81.07 | 93.91 |
Mid Cap | 11.61 | 3.99 |
Small Cap | 1.59 | - |
Sector Allocation
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 5.55 | 0.17 |
Energy | 5.99 | 9.97 |
Technology | 9.14 | 9.75 |
Industrials | 7.58 | 5.7 |
Healthcare | 6.33 | 7.54 |
Consumer Cyclical | 14.76 | 16.15 |
Consumer Defensive | 9.76 | 10.55 |
Basic Materials | 5.47 | 11.91 |
Financial Services | 31.3 | 22.35 |
Real Estate | 1.24 | - |
Communication Services | 2.87 | 2.03 |
Utilities | - | 3.87 |
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