INVESCO INDIA LARGE & MID CAP FUND vs SBI Large & MIDCap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25613 Cr ₹5842 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 09 Aug 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 25% 73%
Expense Ratio 1.62 1.82
Manager Pradeep Kesavan Aditya Khemani
ISIN Code INF200K01305 INF205K01247
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month 6.17% 8.02%
6 Month 24.4% 33.72%
1 Year 34.72% 57.6%
3 Year 21.06% 22.88%
5 Year 24.19% 23.85%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month - -
1 Year 15.66% 23.32%
3 Year 38.91% 49.74%
5 Year 82.14% 83.53%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 24.32% 23.29%
3 Year 62.63% 61.3%
5 Year 88.93% 93.66%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 11.75% 12.64%
Sharp 1.11% 1.11%
Beta 0.87% 0.95%
Alpha 1.31% 1.57%

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Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
Name Pradeep Kesavan Aditya Khemani
Total AUM ₹434274 Cr ₹12070 Cr
Fund Manage 43 3
SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 4.58 5.99
Large Cap 43.12 47.15
Small Cap 14.36 7.61
Mid Cap 37.95 39.25

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 2.46 1.48
Financial 20.76 22.74
Energy 5.68 2.97
Technology 8.51 4.06
Metals & Mining 7.38 3.55
Materials 7.45 5.58
Healthcare 10.26 10.05
Services 6.84 12.88
Automobile 9.22 5.83
Consumer Staples 5.38 1.91
Insurance 1.27 2.81
Consumer Discretionary 5.2 5.66
Chemicals 1.14 -
Capital Goods 3.07 10.53
Construction 1.36 6.83
Communication 2.48 3.12
Textiles 1.55 -

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