SBI Blue Chip Fund vs Invesco India Largecap 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) | ₹52421 Cr | ₹1555 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 | 2.99% | 4.46% |
6 Month | 13.51% | 18.01% |
1 Year | 0.6% | 0.16% |
3 Year | 14.57% | 17.36% |
5 Year | 18.98% | 19.15% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 3.26% | 4.88% |
1 Year | 10.56% | 13.33% |
3 Year | 13.42% | 17.18% |
5 Year | 13.84% | 16.1% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
---|---|---|
1 Year | 12.73% | 11.13% |
3 Year | 12.54% | 13% |
5 Year | 13.52% | 13.19% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
---|---|---|
Standard Deviation | 11.31% | 12.81% |
Sharp | 0.64% | 0.71% |
Beta | 0.89% | 1.03% |
Alpha | 0.99% | 2.19% |
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 | 1.5 | 7.29 |
Large Cap | 84.73 | 76.15 |
Small Cap | 1.62 | 6.83 |
Mid Cap | 12.15 | 9.73 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 1.5 | 1.33 |
Energy | 7.51 | 4.11 |
Technology | 5.42 | 10.78 |
Industrials | 7.53 | 11.85 |
Basic Materials | 11.12 | 5.6 |
Consumer Cyclical | 13.36 | 18.18 |
Consumer Defensive | 11.63 | 4.71 |
Financial Services | 32.67 | 28.26 |
Healthcare | 5.68 | 7.5 |
Utilities | 0.96 | 0.99 |
Communication Services | 2.63 | 3.89 |
Real Estate | - | 2.82 |
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