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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) | ₹34065 Cr | ₹8441 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 | 1.6 | 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 | 2.83% | 3% |
| 6 Month | 9.45% | 13.88% |
| 1 Year | 6.55% | 11.91% |
| 3 Year | 16.55% | 24.41% |
| 5 Year | 23.81% | 23.88% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.78% | 0.35% |
| 1 Year | 9.36% | 13.22% |
| 3 Year | 14.1% | 22.49% |
| 5 Year | 16.01% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 14.02% | 13.51% |
| 3 Year | 15.11% | 14.64% |
| 5 Year | 15.09% | 14.97% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 11.29% | 14.69% |
| Sharp | 0.84% | 1.13% |
| Beta | 0.81% | 1.00% |
| Alpha | -0.12% | 4.66% |
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 | 5.75 | 6.09 |
| Large Cap | 37.79 | 31.11 |
| Small Cap | 15.66 | 20.21 |
| Mid Cap | 40.79 | 42.59 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.41 | 0.2 |
| Energy | 4.26 | - |
| Technology | 4.19 | 7.94 |
| Basic Materials | 17.26 | 3.81 |
| Industrials | 9.66 | 11.78 |
| Financial Services | 24.87 | 27.61 |
| Consumer Defensive | 6.14 | - |
| Healthcare | 11.95 | 19.65 |
| Consumer Cyclical | 14.43 | 20.78 |
| Communication Services | 1.42 | 1.58 |
| Utilities | 1.42 | - |
| Real Estate | - | 6.65 |
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