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 | 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 | 3.7% | 4.61% |
6 Month | -1.51% | -1.61% |
1 Year | 7.05% | 9.09% |
3 Year | - | 15.49% |
5 Year | - | 21.97% |
SIP Return Analysis
Scheme Name | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 3.28% | 2.22% |
1 Year | -0.98% | -1.34% |
3 Year | - | 16.84% |
5 Year | - | 16.54% |
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 | - | 0.4% |
Beta | - | 1.01% |
Alpha | - | 0.57% |
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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 | 0.43 |
Large Cap | 93.91 | 84.52 |
Mid Cap | 3.99 | 9.16 |
Small Cap | - | 5.89 |
Sector Allocation
Scheme Name |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 0.17 | 0.43 |
Energy | 9.97 | 6.28 |
Technology | 9.75 | 12.27 |
Industrials | 5.7 | 9.19 |
Basic Materials | 11.91 | 1.26 |
Consumer Defensive | 10.55 | 10.41 |
Financial Services | 22.35 | 30.7 |
Healthcare | 7.54 | 6.36 |
Consumer Cyclical | 16.15 | 16.66 |
Communication Services | 2.03 | 4.28 |
Utilities | 3.87 | 2.15 |
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