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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 | 5.27% | 9.27% |
| 6 Month | -6.12% | -6.68% |
| 1 Year | 10.3% | 17.5% |
| 3 Year | 15.38% | 20.22% |
| 5 Year | 26.21% | 25.25% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | -3.31% | -3.71% |
| 1 Year | -8.42% | -7.63% |
| 3 Year | 13.41% | 20.37% |
| 5 Year | 17.29% | 19.47% |
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 | 0.65% | 0.76% |
| Beta | 0.84% | 0.97% |
| Alpha | 0.73% | 2.95% |
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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 | 7.11 | 3.8 |
| Large Cap | 40.15 | 35.92 |
| Small Cap | 16.88 | 17.69 |
| Mid Cap | 35.86 | 42.59 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 6.15 | 2.01 |
| Energy | 3.33 | - |
| Technology | 7.31 | 7.63 |
| Basic Materials | 13.6 | 4.56 |
| Industrials | 10 | 10.18 |
| Consumer Defensive | 5.56 | 2.23 |
| Financial Services | 26.38 | 27.11 |
| Healthcare | 10.94 | 14.39 |
| Consumer Cyclical | 11.6 | 23.58 |
| Communication Services | 3 | 1.79 |
| Utilities | 2.14 | - |
| Real Estate | - | 6.51 |
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