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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon 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) ₹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 1.9% 3.91%
6 Month -2.67% -1.91%
1 Year 8.62% 14.47%
3 Year 16.42% 21.74%
5 Year 25.53% 24.41%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month 1.21% 1.69%
1 Year -1.46% 1.16%
3 Year 16.3% 24.14%
5 Year 18.95% 21.66%

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 0.65% 0.76%
Beta 0.84% 0.97%
Alpha 0.73% 2.95%

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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 7.11 3.8
Large Cap 40.15 35.92
Small Cap 16.88 17.69
Mid Cap 35.86 42.59

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 6.15 2.01
Energy 3.33 -
Technology 7.31 7.63
Basic Materials 13.6 4.56
Industrials 10 10.18
Consumer Defensive 5.56 2.23
Financial Services 26.38 27.11
Healthcare 10.94 14.39
Consumer Cyclical 11.6 23.58
Communication Services 3 1.79
Utilities 2.14 -
Real Estate - 6.51

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