Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹28677 Cr ₹6250 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 25 May 2005 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 1.61 1.8
Manager Pradeep Kesavan Aditya Khemani
ISIN Code INF200K01305 INF205K01247
Exits Load SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month 5.95% 7.5%
6 Month -9.22% -12.16%
1 Year 11.2% 14.71%
3 Year 16.58% 20.24%
5 Year 28.04% 26.25%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month -2.81% -5.71%
1 Year -3.96% -5.14%
3 Year 15.87% 22.28%
5 Year 19.22% 20.89%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 14.74% 13.52%
3 Year 14.69% 14.27%
5 Year 14.88% 14.77%

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 0.69% 0.75%
Beta 0.85% 0.97%
Alpha 1.2% 2.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 6.69 2.24
Large Cap 39.72 34.77
Small Cap 18.23 18.22
Mid Cap 35.36 44.77

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 5.57 0.27
Energy 3.35 -
Technology 8.74 8.91
Basic Materials 11.76 4.9
Industrials 10.81 10.04
Consumer Defensive 7 2.25
Financial Services 24.7 27.46
Healthcare 9.85 13.77
Consumer Cyclical 12.56 23.77
Communication Services 3.27 1.96
Utilities 2.4 -
Real Estate - 6.66

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.8%

VS

LIC MF GILT FUND-Growth LIC MF GILT FUND-Growth

3Y Returns6.36%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns10.31%

Compare Now

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns5.75%

VS

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

3Y Returns5.75%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns6.82%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.5%

Compare Now
Add to Cart Successfully