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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 | ₹1686 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 | 1.02% | 0.83% |
| 6 Month | 7.63% | 5.5% |
| 1 Year | 11.07% | 5.69% |
| 3 Year | - | 16.4% |
| 5 Year | - | 17.3% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 4.49% | 3.48% |
| 1 Year | 19.12% | 16.64% |
| 3 Year | - | 16.44% |
| 5 Year | - | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 2.67% | 10.92% |
| 3 Year | - | 13.25% |
| 5 Year | - | 13.4% |
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 | 5.15 | 8.24 |
| Large Cap | 90.93 | 75.19 |
| Mid Cap | 3.92 | 9.23 |
| Small Cap | - | 7.35 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.78 | 1.1 |
| Energy | 7.97 | 1.31 |
| Technology | 9.9 | 10.17 |
| Industrials | 8.13 | 15.82 |
| Basic Materials | 12.27 | 6.41 |
| Healthcare | 9.69 | 8.34 |
| Consumer Defensive | 8.03 | 5.3 |
| Financial Services | 22.41 | 27.55 |
| Consumer Cyclical | 14.88 | 16.22 |
| Communication Services | 2.06 | 3.9 |
| Utilities | 3.89 | 0.73 |
| Real Estate | - | 3.14 |
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