- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹37443 Cr | ₹9406 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 | 1.6 | 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 | 0.06% | -3.14% |
| 6 Month | 3.04% | -2.25% |
| 1 Year | 11.91% | 6.74% |
| 3 Year | 17.88% | 23.2% |
| 5 Year | 18.07% | 17.89% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.76% | -2.58% |
| 1 Year | 14.12% | 7.34% |
| 3 Year | 14.68% | 18.41% |
| 5 Year | 15.97% | 18.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.52% | 13.32% |
| 3 Year | 15.31% | 14.84% |
| 5 Year | 15.2% | 15.05% |
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 | 1.06% | 1.14% |
| Beta | 0.8% | 1.01% |
| Alpha | 1.23% | 3.7% |
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 | 8.57 | 7.94 |
| Large Cap | 36.05 | 29.32 |
| Mid Cap | 41.51 | 42.57 |
| Small Cap | 13.86 | 20.16 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.39 | 1.5 |
| Energy | 4.37 | - |
| Technology | 5.06 | 6.01 |
| Basic Materials | 16.28 | 3.15 |
| Consumer Defensive | 6.42 | - |
| Industrials | 9.21 | 11.16 |
| Financial Services | 23.24 | 30.26 |
| Healthcare | 12.23 | 18.7 |
| Consumer Cyclical | 15.47 | 20.42 |
| Communication Services | 1.53 | 1.61 |
| Utilities | 1.8 | - |
| Real Estate | - | 7.19 |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns18.19%
Sundaram Flexicap Fund Regular Growth
3Y Returns14.57%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns23.7%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns18.57%
PGIM India Gilt Fund - Growth
3Y Returns6.24%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.78%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
