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

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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tortoise-icon Invesco India Largecap Fund - Growth

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Chart Comparison

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) ₹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 2.79% 3.37%
6 Month 6.43% 3.45%
1 Year 8.03% 9.88%
3 Year - 19.11%
5 Year - 22.98%

SIP Return Analysis

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH Invesco India Largecap Fund - Growth
6 Month 7.46% 6.49%
1 Year 7.31% 6.7%
3 Year - 18.82%
5 Year - 17.46%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH Invesco India Largecap Fund - Growth
1 Year 6.48% 11.6%
3 Year - 12.85%
5 Year - 12.99%

Risk Management

Scheme Name SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH Invesco India Largecap Fund - Growth
Standard Deviation - 12.81%
Sharp - 0.66%
Beta - 1.01%
Alpha - 1.61%

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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 0.98
Large Cap 93.91 84.3
Mid Cap 3.99 8.66
Small Cap - 6.06

Sector Allocation

Scheme Name

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Invesco India Largecap Fund - Growth

Others 0.17 0.98
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 - 6.4
IT - Software - 9.75
Finance - 7.37
Consumer Durables - 4.75
Non - Ferrous Metals - 0.41
Banks - 24.07
Automobiles - 6.38
Aerospace & Defense - 2.22
Auto Components - 3.97
Ferrous Metals - 0.77
Power - 2.37
Electrical Equipment - 1.9
Transport Services - 0.63
Pharmaceuticals & Biotechnology - 3.85
Agricultural Food & other Products - 2.88
Beverages - 3.55
Healthcare Equipment & Supplies - 1.06
Food Products - 2.44
Telecom - Services - 4.37
Financial Technology (Fintech) - 0.54
Healthcare Services - 1.25
Industrial Products - 1.61
Chemicals & Petrochemicals - 2.04
Capital Markets - 0.45
Retailing - 2.88
Industrial Manufacturing - 1.11

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