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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) | ₹1016 Cr | ₹1606 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 | 0.74% | 0.72% |
| 6 Month | 9.82% | 9.24% |
| 1 Year | 6.73% | 5.73% |
| 3 Year | - | 17.2% |
| 5 Year | - | 17.87% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.31% | 2.08% |
| 1 Year | 15.98% | 13.1% |
| 3 Year | - | 15.6% |
| 5 Year | - | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 2.67% | 10.99% |
| 3 Year | - | 13.23% |
| 5 Year | - | 13.38% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.82% |
| Beta | - | 1.04% |
| Alpha | - | 2.09% |
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 | 3.98 | 7.51 |
| Large Cap | 92.07 | 75.07 |
| Mid Cap | 3.95 | 10.21 |
| Small Cap | - | 7.21 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | -0.06 | 0.54 |
| Energy | 8.02 | 3.82 |
| Technology | 9.88 | 10.92 |
| Industrials | 8.08 | 12.5 |
| Basic Materials | 12.09 | 6.29 |
| Healthcare | 9.89 | 7.85 |
| Consumer Defensive | 8.04 | 4.95 |
| Financial Services | 22.03 | 27.9 |
| Consumer Cyclical | 16.05 | 17.59 |
| Communication Services | 1.96 | 3.75 |
| Utilities | 4.02 | 0.91 |
| Real Estate | - | 2.98 |
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