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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) | ₹1044 Cr | ₹1301 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 | 1.71% | 2.46% |
| 6 Month | 1.42% | -2.69% |
| 1 Year | 3.74% | 6.77% |
| 3 Year | - | 20.77% |
| 5 Year | - | 21.54% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 6.87% | 7.96% |
| 1 Year | 5.8% | 6.89% |
| 3 Year | - | 17.81% |
| 5 Year | - | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 4.82% | 11.31% |
| 3 Year | - | 12.87% |
| 5 Year | - | 13.11% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.84% |
| Beta | - | 1.01% |
| Alpha | - | 1.93% |
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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 | 2.1 | 1.14 |
| Large Cap | 93.91 | 82.84 |
| Mid Cap | 3.99 | 8.66 |
| Small Cap | - | 7.36 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.17 | 1.14 |
| Energy | 9.97 | - |
| Technology | 9.75 | - |
| Industrials | 5.7 | - |
| Basic Materials | 11.91 | - |
| Consumer Defensive | 10.55 | - |
| Financial Services | 22.35 | - |
| Healthcare | 7.54 | - |
| Consumer Cyclical | 16.15 | - |
| Communication Services | 2.03 | - |
| Utilities | 3.87 | - |
| Petroleum Products | - | 6.6 |
| IT - Software | - | 9.97 |
| Finance | - | 6.81 |
| Consumer Durables | - | 4.62 |
| Non - Ferrous Metals | - | 1.2 |
| Banks | - | 23.39 |
| Automobiles | - | 6.94 |
| Aerospace & Defense | - | 2.04 |
| Auto Components | - | 3.49 |
| Ferrous Metals | - | 0.65 |
| Power | - | 2.21 |
| Electrical Equipment | - | 2.2 |
| Transport Services | - | 0.75 |
| Pharmaceuticals & Biotechnology | - | 4.28 |
| Agricultural Food & other Products | - | 3.09 |
| Beverages | - | 3.22 |
| Healthcare Equipment & Supplies | - | 1.13 |
| Food Products | - | 2.18 |
| Telecom - Services | - | 4.2 |
| Financial Technology (Fintech) | - | 0.51 |
| Healthcare Services | - | 1.23 |
| Industrial Products | - | 1.27 |
| Chemicals & Petrochemicals | - | 1.95 |
| Capital Markets | - | 1.02 |
| Retailing | - | 2.92 |
| Industrial Manufacturing | - | 0.99 |
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