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) | ₹52830 Cr | ₹1606 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 | 1.42% | 1.13% |
| 6 Month | 5.51% | 6.66% |
| 1 Year | 4.52% | 4.73% |
| 3 Year | 13.54% | 16.57% |
| 5 Year | 17.65% | 18.18% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 1.87% | 2.08% |
| 1 Year | 11.65% | 13.1% |
| 3 Year | 12.48% | 15.6% |
| 5 Year | 13.02% | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 12.54% | 11.04% |
| 3 Year | 12.64% | 13.14% |
| 5 Year | 13.6% | 13.29% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.81% |
| Sharp | 0.75% | 0.82% |
| Beta | 0.89% | 1.03% |
| Alpha | 0.77% | 2% |
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 | 3.06 | 7.51 |
| Large Cap | 83.58 | 75.07 |
| Small Cap | 1.7 | 7.21 |
| Mid Cap | 11.66 | 10.21 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.06 | 0.54 |
| Energy | 7.49 | 3.82 |
| Technology | 5.47 | 10.92 |
| Industrials | 7.57 | 12.5 |
| Basic Materials | 11.02 | 6.29 |
| Consumer Cyclical | 13.83 | 17.59 |
| Consumer Defensive | 9.45 | 4.95 |
| Financial Services | 32.91 | 27.9 |
| Healthcare | 5.64 | 7.85 |
| Utilities | 0.97 | 0.91 |
| Communication Services | 2.6 | 3.75 |
| Real Estate | - | 2.98 |
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