INVESCO INDIA LARGE & MID CAP FUND vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹37045 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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month	1.35%	-1.07%
6 Month	4.83%	0.33%
1 Year	9.33%	4.3%
3 Year	18.34%	24.03%
5 Year	19.76%	19.78%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month	4.41%	0.36%
1 Year	19.06%	13.76%
3 Year	16.32%	21.03%
5 Year	16.93%	20.09%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year	13.53%	13.31%
3 Year	15.3%	14.83%
5 Year	15.19%	15.05%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation	11.75%	12.64%
Sharp	0.94%	1.15%
Beta	0.81%	1%
Alpha	0.64%	4.66%

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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	5.03	1.49
Large Cap	42.31	34.65
Small Cap	13.09	22.88
Mid Cap	39.57	40.98

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	5.03	1.49
Petroleum Products	4.37	-
IT - Software	3.78	3.98
Pharmaceuticals & Biotechnology	12.69	6.81
Cement & Cement Products	3.81	2.52
Personal Products	3.14	-
Construction	1.95	-
Consumer Durables	7.84	6.35
Banks	17.38	9.32
Diversified FMCG	1.33	-
Non - Ferrous Metals	2.04	-
Ferrous Metals	3.58	-
Auto Components	8.47	0.52
Telecom - Services	1.53	1.61
Capital Markets	3.12	7.74
Chemicals & Petrochemicals	0.28	-
Transport Services	0.86	5
Finance	2.73	8.97
Industrial Products	2.2	3.28
Agricultural, Commercial & Construction Vehicles	4.2	-
Electrical Equipment	0.11	1.83
Retailing	1.51	14.16
Food Products	0.54	-
Healthcare Services	0.54	11.89
Industrial Manufacturing	0.59	1.68
Beverages	1.41	-
Textiles & Apparels	1.49	-
Leisure Services	1.68	-
Power	1.8	-
Realty	-	6.76
Insurance	-	4.24
Commercial Services & Supplies	-	0.43
Automobiles	-	1.42