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 Risk | Very High Risk |
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 | -0.89% | -4.41% |
6 Month | -10.4% | -11.46% |
1 Year | 2.42% | 4.7% |
3 Year | - | 11.58% |
5 Year | - | 14.37% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -9.91% |
3 Year | - | 13.07% |
5 Year | - | 15.4% |
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 | - | 0.43% |
Beta | - | 0.99% |
Alpha | - | -0.1% |
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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 |
Fund Manage | 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 | 1.04 |
Large Cap | 95.87 | 82.18 |
Mid Cap | 2.13 | 8.9 |
Small Cap | - | 7.88 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 0.22 | 1.04 |
Energy | 10.28 | - |
Technology | 10.79 | - |
Construction | 1.98 | - |
Metals & Mining | 6.68 | - |
Materials | 8.23 | - |
Consumer Staples | 9.64 | - |
Financial | 17.93 | - |
Healthcare | 9.72 | - |
Automobile | 12.82 | - |
Insurance | 3.52 | 0.75 |
Consumer Discretionary | 1.7 | - |
Communication | 2.16 | - |
Services | 4.33 | - |
Petroleum Products | - | 6.61 |
Electrical Equipment | - | 3.29 |
IT - Software | - | 10.75 |
Finance | - | 4.06 |
Consumer Durables | - | 6.78 |
Banks | - | 22.34 |
Automobiles | - | 5.96 |
Aerospace & Defense | - | 4.14 |
Capital Markets | - | 2.07 |
Transport Services | - | 1.14 |
Pharmaceuticals & Biotechnology | - | 3.31 |
Agricultural Food & other Products | - | 3.26 |
Beverages | - | 3.74 |
Healthcare Equipment & Supplies | - | 0.43 |
Food Products | - | 1.17 |
Household Products | - | 0.98 |
Telecom - Services | - | 2.97 |
Financial Technology (Fintech) | - | 1.41 |
Healthcare Services | - | 2.56 |
Industrial Products | - | 1.08 |
Fertilizers & Agrochemicals | - | 1.08 |
Power | - | 1.98 |
Retailing | - | 4.03 |
Auto Components | - | 2.2 |
Industrial Manufacturing | - | 0.87 |
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