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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) | ₹1017 Cr | ₹1555 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 | 4.17% | 4.46% |
| 6 Month | 15.8% | 18.01% |
| 1 Year | -0.89% | 0.16% |
| 3 Year | - | 17.36% |
| 5 Year | - | 19.15% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 5.12% | 4.88% |
| 1 Year | 14.69% | 13.33% |
| 3 Year | - | 17.18% |
| 5 Year | - | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 4.67% | 11.13% |
| 3 Year | - | 13% |
| 5 Year | - | 13.19% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.71% |
| Beta | - | 1.03% |
| Alpha | - | 2.19% |
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 | 3.7 | 7.29 |
| Large Cap | 92.28 | 76.15 |
| Mid Cap | 4.02 | 9.73 |
| Small Cap | - | 6.83 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.03 | 1.33 |
| Energy | 7.61 | 4.11 |
| Technology | 9.06 | 10.78 |
| Industrials | 5.8 | 11.85 |
| Basic Materials | 12.63 | 5.6 |
| Consumer Defensive | 8.27 | 4.71 |
| Financial Services | 23.1 | 28.26 |
| Healthcare | 8.2 | 7.5 |
| Consumer Cyclical | 19.4 | 18.18 |
| Communication Services | 1.96 | 3.89 |
| Utilities | 3.95 | 0.99 |
| Real Estate | - | 2.82 |
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