What is the risk comparison between Invesco India Largecap Fund - Growth and SBI Large Cap Fund-Regular Plan Growth?

Invesco India Largecap Fund - Growth is more volatile than SBI Large Cap Fund-Regular Plan Growth. Choose a fund based on your risk tolerance and goals.

Invesco India Largecap Fund - Growth vs SBI Large Cap Fund-Regular Plan Growth: Which has better AUM growth?

Invesco India Largecap Fund - Growth has Rs 1718.39 crore in AUM and SBI Large Cap Fund-Regular Plan Growth has Rs 55879.13 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Invesco India Largecap Fund - Growth or SBI Large Cap Fund-Regular Plan Growth?

Invesco India Largecap Fund - Growth has an expense ratio of 2.09% and SBI Large Cap Fund-Regular Plan Growth has 1.5%. SBI Large Cap Fund-Regular Plan Growth has a lower ratio, which means it can give better net returns.

Invesco India Largecap Fund - Growth or SBI Large Cap Fund-Regular Plan Growth: Which beats its benchmark more consistently?

Invesco India Largecap Fund - Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than SBI Large Cap Fund-Regular Plan Growth with 15.72%. Invesco India Largecap Fund - Growth has performed better against its benchmark.

Invesco India Largecap Fund vs SBI Blue Chip Fund compare

Compare Up to 4 FundsFree Analysis

Invesco India Largecap Fund - Growth

Large Capvery high Risk

SBI Large Cap Fund-Regular Plan Growth

Large Capmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

14.15 %

Expense Ratio

2.09 %

The trade-off:

Verdict Lock

Returns (5Y)

12.73 %

Expense Ratio

1.5 %

The trade-off:

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in

METRICS

SBI Large Cap Fund-Regular Plan Growth

Invesco India Largecap Fund - Growth

Basic Overview

Current NAV

₹ 95.51

₹ 70.38

Benchmark

BSE 100 TRI

NIFTY 100 TRI

Fund Size (AUM)

₹55879 Cr

₹1718 Cr

Expense Ratio

1.50%

2.09%

Launch Date

14 Feb 2006

21 Aug 2009

SIP Returns

1 Year Return

12.55%

10.12%

3 Year Return

12.02%

12.94%

5 Year Return

12.86%

13.82%

Since Inception

13.80%

13.51%

Trailing Returns

1 Month Return

-4.22%

-4.53%

3 Month Return

1.84%

0.53%

1 Year Return

7.77%

6.74%

3 Year Return

13.96%

17.14%

5 Year Return

12.73%

14.15%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

0.85

1.84

Beta

0.88

1.05

Sharpe Ratio

0.8

0.85

Standard Deviation

11.31

12.81

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 5,000

₹ 1,000

Exit 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

Lock In

No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

SBI Large Cap Fund-Regular Plan Growth3 /100

Outstanding protection during market downturns.

Invesco India Largecap Fund - Growth3 /100

More vulnerable during market declines.

SBI Large Cap Fund-Regular Plan Growth3 /100

Outstanding protection during market downturns.

Invesco India Largecap Fund - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

SBI Large Cap Fund-Regular Plan Growth0.0%

Invesco India Largecap Fund - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

SBI Large Cap Fund-Regular Plan Growthslow

Invesco India Largecap Fund - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns : 7.45% (p.a.)

Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns : 7.33% (p.a.)

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns : 7.07% (p.a.)

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 6.95% (p.a.)

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.65% (p.a.)

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.19% (p.a.)

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Invesco India Largecap Fund - Growth had a 5-year average annual growth rate of 14.15%, while SBI Large Cap Fund-Regular Plan Growth's was 12.73%. Invesco India Largecap Fund - Growth is better for long-term growth.