INVESCO INDIA LARGE & MID CAP FUND vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28677 Cr | ₹6250 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 May 2005 | 09 Aug 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 25% | 73% |
Expense Ratio | 1.61 | 1.8 |
Manager | Pradeep Kesavan | Aditya Khemani |
ISIN Code | INF200K01305 | INF205K01247 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Large & Mid 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 Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 7.45% | 7.43% |
6 Month | 2.06% | 5.3% |
1 Year | 12.3% | 19.53% |
3 Year | 20.92% | 27.66% |
5 Year | 27.75% | 26.93% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 0.72% | 0.17% |
1 Year | -2.79% | -2.46% |
3 Year | 14.84% | 21.71% |
5 Year | 17.79% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 14.74% | 13.52% |
3 Year | 14.69% | 14.27% |
5 Year | 14.88% | 14.77% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 11.75% | 12.64% |
Sharp | 0.77% | 0.96% |
Beta | 0.83% | 0.97% |
Alpha | 0.25% | 3.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Pradeep Kesavan | Aditya Khemani |
Total AUM | ₹434274 Cr | ₹12070 Cr |
Funds Managed | 43 | 3 |
SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 6.17 | 0.94 |
Large Cap | 40.14 | 37.3 |
Small Cap | 16.78 | 18.19 |
Mid Cap | 36.91 | 43.57 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 6.17 | 0.94 |
Petroleum Products | 3.29 | - |
IT - Software | 5.89 | 4.4 |
Pharmaceuticals & Biotechnology | 11.09 | 6.01 |
Industrial Manufacturing | 1.35 | 1.21 |
Cement & Cement Products | 4.4 | 2.7 |
Construction | 2.19 | - |
Banks | 21.48 | 11.11 |
Diversified FMCG | 1.54 | - |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | 1.13 |
Ferrous Metals | 2.34 | 0.91 |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | 1.91 |
Capital Markets | 2.61 | 5.81 |
Consumer Durables | 4.67 | 5.01 |
Chemicals & Petrochemicals | 0.81 | - |
Transport Services | 0.65 | 4.87 |
Finance | 3.07 | 7.73 |
Industrial Products | 1.35 | 4.9 |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | - |
Retailing | 1 | 12.95 |
Food Products | 0.5 | - |
Automobiles | 1 | 2.61 |
Healthcare Services | 0.55 | 7.54 |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | 3.63 |
Power | 2.01 | - |
Realty | - | 6.21 |
Insurance | - | 3.94 |
Electrical Equipment | - | 2.98 |
Agricultural Food & other Products | - | 1.5 |
Top Comparisons
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.09%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns6.05%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns22.78%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns15.47%
Quant Absolute Fund-Growth
3Y Returns16.22%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns22.45%