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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Invesco India Largecap Fund compare
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1039 Cr | ₹1723 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Jan 2024 | 21 Aug 2009 |
| Category | Index | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight TRI | NIFTY 100 TRI |
| Turn Over | % | 56% |
| Expense Ratio | 1.02 | 2.09 |
| Manager | Viral Chhadva | Hiten Jain |
| ISIN Code | INF200KA18Z7 | INF205K01304 |
| Exits Load | SBI Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | 0.29% | -1.38% |
| 6 Month | 4% | 0.13% |
| 1 Year | 13.62% | 5.48% |
| 3 Year | - | 17.35% |
| 5 Year | - | 15.76% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.58% | 1.74% |
| 1 Year | 15.57% | 12.04% |
| 3 Year | - | 14.48% |
| 5 Year | - | 14.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 2.67% | 10.85% |
| 3 Year | - | 13.27% |
| 5 Year | - | 13.43% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.8% |
| Beta | - | 1.05% |
| Alpha | - | 2.39% |
Fund Managers
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Viral Chhadva | Hiten Jain |
| Total AUM | ₹0 Cr | ₹4078 Cr |
| Funds Managed | 1 | 4 |
| SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.69 | 8.22 |
| Large Cap | 91.46 | 73.83 |
| Mid Cap | 3.86 | 9.58 |
| Small Cap | - | 8.37 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0 | 0.81 |
| Energy | 7.77 | 0 |
| Technology | 10.36 | 11.01 |
| Industrials | 8.27 | 16.39 |
| Basic Materials | 12.06 | 5.94 |
| Healthcare | 9.93 | 10.03 |
| Consumer Defensive | 7.95 | 2.58 |
| Financial Services | 23.13 | 29.25 |
| Consumer Cyclical | 14.71 | 16.6 |
| Communication Services | 2.11 | 3.91 |
| Utilities | 3.71 | 0.55 |
| Real Estate | - | 2.94 |
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