SBI Large & MIDCap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
SBI Large & MIDCap Fund- Regular Plan -Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28677 Cr | ₹6250 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 May 2005 | 09 Aug 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 25% | 73% |
Expense Ratio | 1.61 | 1.8 |
Manager | Pradeep Kesavan | Aditya Khemani |
ISIN Code | INF200K01305 | INF205K01247 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | 1.9% | 3.91% |
6 Month | -2.67% | -1.91% |
1 Year | 8.62% | 14.47% |
3 Year | 16.42% | 21.74% |
5 Year | 25.53% | 24.41% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 1.21% | 1.69% |
1 Year | -1.46% | 1.16% |
3 Year | 16.3% | 24.14% |
5 Year | 18.95% | 21.66% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 14.74% | 13.52% |
3 Year | 14.69% | 14.27% |
5 Year | 14.88% | 14.77% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 11.75% | 12.64% |
Sharp | 0.65% | 0.76% |
Beta | 0.84% | 0.97% |
Alpha | 0.73% | 2.95% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Pradeep Kesavan | Aditya Khemani |
Total AUM | ₹434274 Cr | ₹12070 Cr |
Funds Managed | 43 | 3 |
SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 7.11 | 3.8 |
Large Cap | 40.15 | 35.92 |
Small Cap | 16.88 | 17.69 |
Mid Cap | 35.86 | 42.59 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 6.15 | 2.01 |
Energy | 3.33 | - |
Technology | 7.31 | 7.63 |
Basic Materials | 13.6 | 4.56 |
Industrials | 10 | 10.18 |
Consumer Defensive | 5.56 | 2.23 |
Financial Services | 26.38 | 27.11 |
Healthcare | 10.94 | 14.39 |
Consumer Cyclical | 11.6 | 23.58 |
Communication Services | 3 | 1.79 |
Utilities | 2.14 | - |
Real Estate | - | 6.51 |
Top Comparisons
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.65%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.91%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.16%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.68%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns13.8%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns7.92%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.81%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns6.33%