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 | -2.25% | -2.36% |
6 Month | -9.46% | -12.64% |
1 Year | 5.28% | -0.79% |
3 Year | 12.85% | - |
5 Year | 17.74% | - |
SIP Return Analysis
Scheme Name | SBI Blue Chip Fund-Regular Plan Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | -7.19% | -6.86% |
1 Year | -11.02% | -12.9% |
3 Year | 9.74% | - |
5 Year | 13.31% | - |
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 | 12.494% | - |
Sharp | 0.437% | - |
Beta | 0.893% | - |
Alpha | 0.121% | - |
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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 |
Fund Manage | 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 | 5.82772 | 2.09616 |
Large Cap | 80.33039 | 93.90954 |
Mid Cap | 12.08589 | 3.9943 |
Small Cap | 1.75604 | - |
Sector Allocation
Scheme Name |
SBI Blue Chip Fund-Regular Plan Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 5.66088 | 0.17423 |
Energy | 5.15488 | 9.96538 |
Technology | 9.78891 | 9.75463 |
Industrials | 8.22034 | 5.7036 |
Healthcare | 6.31917 | 7.53534 |
Consumer Cyclical | 15.25407 | 16.15206 |
Consumer Defensive | 10.2626 | 10.55138 |
Basic Materials | 5.16325 | 11.90962 |
Financial Services | 30.02267 | 22.35242 |
Real Estate | 1.36489 | - |
Communication Services | 2.78838 | 2.0291 |
Utilities | - | 3.87224 |
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