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SBI Blue Chip Fund vs Invesco India Largecap Fund compare

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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tortoise-icon Invesco India Largecap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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