Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Invesco India Largecap Fund compare

Link copied to clipboard!

tortoise-icon SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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 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

Top Comparisons

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns11.59%

VS

Axis Bluechip Fund - Regular Plan - Growth Axis Bluechip Fund - Regular Plan - Growth

3Y Returns7.75%

Compare Now

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns6.84%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns8.25%

Compare Now

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns12.48%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully