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) | ₹52830 Cr | ₹1606 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 | 1.66% | 1.17% |
| 6 Month | 5.93% | 7.32% |
| 1 Year | 3.67% | 3.92% |
| 3 Year | 13.75% | 16.72% |
| 5 Year | 17.68% | 18.16% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.08% | 3.81% |
| 1 Year | 12.99% | 15.57% |
| 3 Year | 13.25% | 16.61% |
| 5 Year | 13.53% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.54% | 11.04% |
| 3 Year | 12.64% | 13.14% |
| 5 Year | 13.6% | 13.29% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.81% |
| Sharp | 0.75% | 0.82% |
| Beta | 0.89% | 1.03% |
| Alpha | 0.77% | 2% |
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 | 3.04 | - |
| Large Cap | 86.75 | 81.63 |
| Small Cap | 1.71 | 7.69 |
| Mid Cap | 8.5 | 10.68 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.04 | 0.52 |
| Petroleum Products | 7.49 | 3.81 |
| IT - Software | 5.46 | 9.83 |
| Construction | 5.13 | - |
| Consumer Durables | 3.69 | 5.84 |
| Retailing | 5.42 | 4.92 |
| Diversified FMCG | 2.18 | 2.82 |
| Non - Ferrous Metals | 1.59 | 1.14 |
| Banks | 26.23 | 17.81 |
| Pharmaceuticals & Biotechnology | 5.65 | 3.26 |
| Automobiles | 4.08 | 8.04 |
| Cement & Cement Products | 2.1 | - |
| Auto Components | 4.35 | 3.4 |
| Ferrous Metals | 1.78 | 2.52 |
| Finance | 2.34 | 6.89 |
| Gas | 0.97 | - |
| Electrical Equipment | 1.74 | 3.09 |
| Beverages | 1.32 | - |
| Diversified Metals | 1.1 | - |
| Food Products | 3.49 | 2.13 |
| Telecom - Services | 2.6 | 3.75 |
| Fertilizers & Agrochemicals | 0.75 | - |
| Industrial Products | 0.71 | 1.23 |
| Insurance | 4.35 | - |
| Textiles & Apparels | 2.44 | - |
| Aerospace & Defense | - | 2.04 |
| Power | - | 0.91 |
| Transport Services | - | 3.59 |
| Healthcare Equipment & Supplies | - | 1.82 |
| Realty | - | 2.97 |
| Financial Technology (Fintech) | - | 0.92 |
| Healthcare Services | - | 2.78 |
| Chemicals & Petrochemicals | - | 1.28 |
| Capital Markets | - | 2.28 |
| Industrial Manufacturing | - | 0.41 |
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