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) | ₹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 | 0.93% | 0.13% |
| 6 Month | 5.27% | 5.73% |
| 1 Year | 7.47% | 6.54% |
| 3 Year | 13.58% | 16.81% |
| 5 Year | 16.3% | 17.67% |
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 | 12.44% | 10.92% |
| 3 Year | 12.73% | 13.25% |
| 5 Year | 13.73% | 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 | 5.27 | 8.24 |
| Large Cap | 82.12 | 75.19 |
| Small Cap | 1.27 | 7.35 |
| Mid Cap | 11.34 | 9.23 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 5.26 | 1.1 |
| Energy | 7.88 | 1.31 |
| Technology | 5.66 | 10.17 |
| Industrials | 7.47 | 15.82 |
| Basic Materials | 11.22 | 6.41 |
| Consumer Cyclical | 13.39 | 16.22 |
| Consumer Defensive | 8.9 | 5.3 |
| Financial Services | 30.57 | 27.55 |
| Healthcare | 5.94 | 8.34 |
| Utilities | 0.97 | 0.73 |
| Communication Services | 2.74 | 3.9 |
| Real Estate | - | 3.14 |
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