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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) ₹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 1.79% 0.53%
6 Month 5.16% 4.67%
1 Year 5.39% 2.46%
3 Year 13.66% 16.36%
5 Year 15.77% 17.12%

SIP Return Analysis

Scheme Name SBI Large Cap Fund-Regular Plan Growth Invesco India Largecap Fund - Growth
6 Month 3.55% 2.85%
1 Year 15.67% 15.42%
3 Year 13.31% 15.65%
5 Year 13.5% 15.17%

Rolling Lumpsum Returns

Scheme Name SBI Large Cap Fund-Regular Plan Growth Invesco India Largecap Fund - Growth
1 Year 12.41% 10.91%
3 Year 12.74% 13.25%
5 Year 13.74% 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 0.7% 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 4.84 1.11
Large Cap 85.11 81.33
Small Cap 1.66 7.75
Mid Cap 8.39 9.81

Sector Allocation

Scheme Name

SBI Large Cap Fund-Regular Plan Growth

Invesco India Largecap Fund - Growth

Others 4.84 1.11
Petroleum Products 7.88 1.31
IT - Software 5.65 9.36
Construction 5.45 3.3
Consumer Durables 3.82 5.94
Retailing 4.98 4.48
Diversified FMCG 2.07 2.63
Non - Ferrous Metals 1.71 0.91
Banks 24.39 17.44
Pharmaceuticals & Biotechnology 5.95 3.66
Automobiles 3.95 7.18
Cement & Cement Products 1.97 -
Auto Components 4.28 3.25
Ferrous Metals 1.87 2.6
Finance 2.02 6.81
Gas 0.97 -
Electrical Equipment 1.71 3.37
Beverages 1.35 -
Diversified Metals 1.13 -
Food Products 3.28 2.67
Industrial Products 0.7 1.12
Telecom - Services 2.74 3.9
Fertilizers & Agrochemicals 0.74 -
Insurance 4.16 -
Textiles & Apparels 2.39 -
Aerospace & Defense - 2
Power - 0.73
Transport Services - 3.45
Healthcare Equipment & Supplies - 1.95
Realty - 3.14
Financial Technology (Fintech) - 0.81
Healthcare Services - 2.74
Chemicals & Petrochemicals - 1.26
Capital Markets - 2.48
Industrial Manufacturing - 0.4

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