SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Invesco India Largecap Fund compare

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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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Invesco India Largecap Fund - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
1 Month	0.34%	-1.62%
6 Month	5.27%	0.37%
1 Year	15%	7.89%
3 Year	-	17.29%
5 Year	-	14.61%

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
6 Month	2.82%	0.08%
1 Year	14.07%	8.09%
3 Year	-	12.66%
5 Year	-	13.53%

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
1 Year	4.65%	10.77%
3 Year	-	13.33%
5 Year	-	13.47%

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
Standard Deviation	-	12.81%
Sharp	-	0.85%
Beta	-	1.05%
Alpha	-	1.84%

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

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
Others	0.02	8.22
Large Cap	99.98	73.83
Mid Cap	-	9.58
Small Cap	-	8.37

Scheme Name	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH	Invesco India Largecap Fund - Growth
Others	0.02	0.81
Petroleum Products	2.22	-
IT - Software	10.36	-
Construction	2.17	-
Ferrous Metals	3.85	-
Consumer Durables	4.57	-
Healthcare Services	3.86	-
Diversified FMCG	3.85	-
Non - Ferrous Metals	2.11	-
Banks	10.41	-
Pharmaceuticals & Biotechnology	6.08	-
Cement & Cement Products	3.78	-
Automobiles	8.96	-
Insurance	4.05	-
Agricultural Food & other Products	2.01	-
Oil	1.97	-
Food Products	2.09	-
Aerospace & Defense	1.98	-
Finance	8.66	-
Telecom - Services	2.11	-
Metals & Minerals Trading	1.72	-
Consumable Fuels	1.86	-
Transport Services	2.02	-
Power	3.7	-
Transport Infrastructure	2.09	-
Retailing	3.5	-
Technology	-	11.01
Industrials	-	16.39
Consumer Cyclical	-	16.6
Basic Materials	-	5.94
Healthcare	-	10.03
Energy	-	0
Consumer Defensive	-	2.58
Financial Services	-	29.25
Utilities	-	0.55
Real Estate	-	2.94
Communication Services	-	3.91