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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) | ₹1044 Cr | ₹1301 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 Fund | 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 | 5.22% | 5.85% |
| 6 Month | -13.11% | -12.93% |
| 1 Year | 2.38% | 4.6% |
| 3 Year | - | 11.9% |
| 5 Year | - | 23.7% |
SIP Return Analysis
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | -1.77% | -5.05% |
| 1 Year | -6.74% | -8.66% |
| 3 Year | - | 14.72% |
| 5 Year | - | 15.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 6.48% | 11.6% |
| 3 Year | - | 12.85% |
| 5 Year | - | 12.99% |
Risk Management
| Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.81% |
| Sharp | - | 0.36% |
| Beta | - | 1% |
| Alpha | - | -0.01% |
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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 | 2.1 | 0.45 |
| Large Cap | 93.91 | 83.49 |
| Mid Cap | 3.99 | 8.81 |
| Small Cap | - | 7.25 |
Sector Allocation
| Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.17 | 0.45 |
| Energy | 9.97 | 6.69 |
| Technology | 9.75 | 13.91 |
| Industrials | 5.7 | 10.72 |
| Basic Materials | 11.91 | 1.15 |
| Consumer Defensive | 10.55 | 10.31 |
| Financial Services | 22.35 | 27.46 |
| Healthcare | 7.54 | 5.67 |
| Consumer Cyclical | 16.15 | 17.18 |
| Communication Services | 2.03 | 3.93 |
| Utilities | 3.87 | 2.51 |
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