Invesco India Largecap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹55879 Cr | ₹1718 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2006 | 21 Aug 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 TRI | NIFTY 100 TRI |
| Turn Over | 15% | 56% |
| Expense Ratio | 1.5 | 2.09 |
| Manager | Pradeep Kesavan | Hiten Jain |
| ISIN Code | INF200K01180 | INF205K01304 |
| Exits Load | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | -2.3% | -3.99% |
| 6 Month | 1.72% | -1.3% |
| 1 Year | 11.01% | 9.74% |
| 3 Year | 14.46% | 17.61% |
| 5 Year | 14.16% | 14.97% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | -0.89% | -3.9% |
| 1 Year | 4.46% | -0.45% |
| 3 Year | 10.04% | 10.38% |
| 5 Year | 11.8% | 12.4% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.27% | 10.75% |
| 3 Year | 12.83% | 13.35% |
| 5 Year | 13.8% | 13.48% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.81% |
| Sharp | 0.8% | 0.85% |
| Beta | 0.88% | 1.05% |
| Alpha | 0.85% | 1.84% |
Fund Managers
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hiten Jain |
| Total AUM | ₹434274 Cr | ₹4078 Cr |
| Funds Managed | 43 | 4 |
| SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 8.95 | 15.25 |
| Large Cap | 79.55 | 68.74 |
| Small Cap | 1.15 | 7.23 |
| Mid Cap | 10.34 | 8.79 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.28 | 0.57 |
| Energy | 6.96 | - |
| Technology | 5.73 | 10.58 |
| Industrials | 7.61 | 16.65 |
| Basic Materials | 10.97 | 5.09 |
| Consumer Cyclical | 13.87 | 15.48 |
| Consumer Defensive | 8.64 | 1 |
| Financial Services | 32.78 | 35.49 |
| Healthcare | 5.51 | 9.3 |
| Utilities | 0.89 | 0.55 |
| Communication Services | 2.75 | 3.93 |
| Real Estate | - | 1.34 |
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