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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) ₹55879 Cr ₹1718 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 -2.12% -3.51%
6 Month 0.7% -1.99%
1 Year 9.66% 7.55%
3 Year 13.71% 16.57%
5 Year 13.28% 14.33%

SIP Return Analysis

Scheme Name SBI Large Cap Fund-Regular Plan Growth Invesco India Largecap Fund - Growth
6 Month 1.73% -0.77%
1 Year 11.11% 7.56%
3 Year 11.86% 12.61%
5 Year 12.71% 13.58%

Rolling Lumpsum Returns

Scheme Name SBI Large Cap Fund-Regular Plan Growth Invesco India Largecap Fund - Growth
1 Year 12.27% 10.75%
3 Year 12.83% 13.35%
5 Year 13.8% 13.48%

Risk Management

Scheme Name SBI Large Cap Fund-Regular Plan Growth Invesco India Largecap Fund - Growth
Standard Deviation 11.31% 12.81%
Sharp 0.8% 0.85%
Beta 0.88% 1.05%
Alpha 0.85% 1.84%

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 8.95 15.25
Large Cap 79.55 68.74
Small Cap 1.15 7.23
Mid Cap 10.34 8.79

Sector Allocation

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Invesco India Largecap Fund - Growth

Others 4.28 0.57
Energy 6.96 -
Technology 5.73 10.58
Industrials 7.61 16.65
Basic Materials 10.97 5.09
Consumer Cyclical 13.87 15.48
Consumer Defensive 8.64 1
Financial Services 32.78 35.49
Healthcare 5.51 9.3
Utilities 0.89 0.55
Communication Services 2.75 3.93
Real Estate - 1.34

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