SBI Large & MIDCap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
SBI Large & MIDCap Fund- Regular Plan -Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
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% |
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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 |
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 |
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