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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) | ₹33348 Cr | ₹8007 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 | -2.13% | -2.5% |
| 6 Month | 13.06% | 22.26% |
| 1 Year | 0.23% | 6.2% |
| 3 Year | 17.3% | 24.52% |
| 5 Year | 22.17% | 23.01% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 3.65% | 8.38% |
| 1 Year | 9.63% | 21.2% |
| 3 Year | 16.87% | 28.34% |
| 5 Year | 18.35% | 24.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 14.21% | 13.56% |
| 3 Year | 15% | 14.49% |
| 5 Year | 15.04% | 14.94% |
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 | 1.12% | 1.29% |
| Beta | 0.8% | 0.99% |
| Alpha | 1.99% | 5.64% |
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 | 6.44 | 5.36 |
| Large Cap | 38.72 | 32.23 |
| Small Cap | 16.35 | 18.9 |
| Mid Cap | 38.49 | 43.5 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.99 | 1.93 |
| Energy | 3.17 | - |
| Technology | 4.37 | 5.78 |
| Basic Materials | 16.87 | 4.33 |
| Industrials | 9.35 | 12.32 |
| Financial Services | 27.34 | 26.98 |
| Consumer Defensive | 5.83 | - |
| Healthcare | 11.81 | 19.28 |
| Consumer Cyclical | 13.56 | 20.4 |
| Communication Services | 1.16 | 1.71 |
| Utilities | 1.56 | - |
| Real Estate | - | 7.26 |
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