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) | ₹54688 Cr | ₹1686 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 | 1.33% | 0.14% |
| 6 Month | 5.27% | 4.92% |
| 1 Year | 5.57% | 2.96% |
| 3 Year | 13.45% | 16.22% |
| 5 Year | 15.68% | 17.04% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.57% | 3.48% |
| 1 Year | 15.28% | 16.64% |
| 3 Year | 13.58% | 16.44% |
| 5 Year | 13.81% | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.41% | 10.91% |
| 3 Year | 12.74% | 13.25% |
| 5 Year | 13.74% | 13.4% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.81% |
| Sharp | 0.72% | 0.82% |
| Beta | 0.88% | 1.04% |
| Alpha | 0.55% | 2.09% |
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 | 4.84 | 1.11 |
| Large Cap | 85.11 | 81.33 |
| Small Cap | 1.66 | 7.75 |
| Mid Cap | 8.39 | 9.81 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.84 | 1.11 |
| Petroleum Products | 7.88 | 1.31 |
| IT - Software | 5.65 | 9.36 |
| Construction | 5.45 | 3.3 |
| Consumer Durables | 3.82 | 5.94 |
| Retailing | 4.98 | 4.48 |
| Diversified FMCG | 2.07 | 2.63 |
| Non - Ferrous Metals | 1.71 | 0.91 |
| Banks | 24.39 | 17.44 |
| Pharmaceuticals & Biotechnology | 5.95 | 3.66 |
| Automobiles | 3.95 | 7.18 |
| Cement & Cement Products | 1.97 | - |
| Auto Components | 4.28 | 3.25 |
| Ferrous Metals | 1.87 | 2.6 |
| Finance | 2.02 | 6.81 |
| Gas | 0.97 | - |
| Electrical Equipment | 1.71 | 3.37 |
| Beverages | 1.35 | - |
| Diversified Metals | 1.13 | - |
| Food Products | 3.28 | 2.67 |
| Industrial Products | 0.7 | 1.12 |
| Telecom - Services | 2.74 | 3.9 |
| Fertilizers & Agrochemicals | 0.74 | - |
| Insurance | 4.16 | - |
| Textiles & Apparels | 2.39 | - |
| Aerospace & Defense | - | 2 |
| Power | - | 0.73 |
| Transport Services | - | 3.45 |
| Healthcare Equipment & Supplies | - | 1.95 |
| Realty | - | 3.14 |
| Financial Technology (Fintech) | - | 0.81 |
| Healthcare Services | - | 2.74 |
| Chemicals & Petrochemicals | - | 1.26 |
| Capital Markets | - | 2.48 |
| Industrial Manufacturing | - | 0.4 |
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