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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) | ₹35514 Cr | ₹9034 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 | 1.69% | -0.26% |
| 6 Month | 8.55% | 9.56% |
| 1 Year | 9.33% | 11.01% |
| 3 Year | 17.05% | 24.09% |
| 5 Year | 21.45% | 21.99% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 3.13% | -0.04% |
| 1 Year | 15.52% | 15.62% |
| 3 Year | 16.47% | 23.64% |
| 5 Year | 17.34% | 21.55% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.7% | 13.41% |
| 3 Year | 15.25% | 14.75% |
| 5 Year | 15.16% | 15.02% |
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 | 0.91% | 1.18% |
| Beta | 0.81% | 1% |
| Alpha | 0.06% | 4.73% |
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 | 6.03 | 6.93 |
| Large Cap | 38.05 | 30.32 |
| Mid Cap | 40.72 | 41.98 |
| Small Cap | 15.2 | 20.77 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.8 | 0.73 |
| Energy | 4.43 | - |
| Technology | 4.94 | 6.17 |
| Basic Materials | 17.12 | 3.45 |
| Consumer Defensive | 6.55 | - |
| Industrials | 9.49 | 11.1 |
| Financial Services | 24.85 | 29.75 |
| Healthcare | 11.94 | 19.25 |
| Consumer Cyclical | 13.97 | 20.27 |
| Communication Services | 1.45 | 1.65 |
| Utilities | 1.47 | - |
| Real Estate | - | 7.65 |
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