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) | ₹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 | 1.23% | -0.13% |
| 6 Month | 4.69% | 3.17% |
| 1 Year | 9.57% | 6.46% |
| 3 Year | 14.76% | 17.66% |
| 5 Year | 15.71% | 16.86% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 1.85% | 0.25% |
| 1 Year | 11.73% | 10.29% |
| 3 Year | 12.68% | 14.51% |
| 5 Year | 13.3% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.37% | 10.85% |
| 3 Year | 12.76% | 13.27% |
| 5 Year | 13.78% | 13.43% |
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 | 5.66 | 8.22 |
| Large Cap | 82.59 | 73.83 |
| Small Cap | 1.15 | 8.37 |
| Mid Cap | 10.59 | 9.58 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.26 | 0.81 |
| Energy | 8.24 | 0 |
| Technology | 5.77 | 11.01 |
| Industrials | 7.21 | 16.39 |
| Basic Materials | 11.06 | 5.94 |
| Consumer Cyclical | 14.55 | 16.6 |
| Consumer Defensive | 9.29 | 2.58 |
| Financial Services | 31.33 | 29.25 |
| Healthcare | 5.63 | 10.03 |
| Utilities | 0.92 | 0.55 |
| Communication Services | 2.76 | 3.91 |
| Real Estate | - | 2.94 |
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