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) | ₹55637 Cr | ₹1723 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 | 1.34% | -0.59% |
| 6 Month | 3.69% | 1.02% |
| 1 Year | 10.93% | 5.87% |
| 3 Year | 15.47% | 18.14% |
| 5 Year | 14.55% | 15.54% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 4.32% | 2.13% |
| 1 Year | 16.37% | 13.49% |
| 3 Year | 13.47% | 14.49% |
| 5 Year | 13.56% | 14.52% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.32% | 10.79% |
| 3 Year | 12.79% | 13.3% |
| 5 Year | 13.79% | 13.44% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.81% |
| Sharp | 0.7% | 0.8% |
| Beta | 0.88% | 1.05% |
| Alpha | 0.78% | 2.39% |
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 | 2.89 | 0.81 |
| Large Cap | 87.77 | 80.89 |
| Small Cap | 1.54 | 7.96 |
| Mid Cap | 7.8 | 10.34 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 2.89 | 0.81 |
| Petroleum Products | 8.24 | - |
| IT - Software | 5.77 | 10.26 |
| Construction | 5.41 | 4.1 |
| Consumer Durables | 4.29 | 5.77 |
| Retailing | 4.64 | 4.8 |
| Diversified FMCG | 2.03 | 2.58 |
| Non - Ferrous Metals | 1.6 | 0.84 |
| Banks | 24.64 | 18.96 |
| Pharmaceuticals & Biotechnology | 5.63 | 3.64 |
| Automobiles | 2.99 | 7.18 |
| Cement & Cement Products | 1.8 | - |
| Auto Components | 4.42 | 3.28 |
| Ferrous Metals | 1.68 | 2.34 |
| Finance | 2.06 | 7.06 |
| Gas | 0.92 | - |
| Electrical Equipment | 1.52 | 3.13 |
| Agricultural, Commercial & Construction Vehicles | 2.4 | - |
| Beverages | 2.12 | - |
| Diversified Metals | 0.99 | - |
| Food Products | 3.05 | - |
| Industrial Products | 0.66 | 1.15 |
| Telecom - Services | 2.76 | 3.91 |
| Fertilizers & Agrochemicals | 0.69 | - |
| Insurance | 4.62 | - |
| Textiles & Apparels | 2.18 | - |
| Healthcare Services | - | 4.44 |
| Aerospace & Defense | - | 1.9 |
| Power | - | 0.55 |
| Transport Services | - | 3.72 |
| Healthcare Equipment & Supplies | - | 1.95 |
| Realty | - | 2.94 |
| Financial Technology (Fintech) | - | 0.81 |
| Chemicals & Petrochemicals | - | 1.02 |
| Capital Markets | - | 2.41 |
| Industrial Manufacturing | - | 0.45 |
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