SBI Contra Fund vs Invesco Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
14.7%
Dekho, today hum do mutual funds ki tulna karne wale hain. Fund A SBI Contra Fund hai, jo Multi Cap category me aata hai. Fund B Invesco Mutual Fund Large Cap Fund hai. Ye dono fund very high riskometer par aate hain. Aaj hum dekhenge ki ye dono fund long-term wealth creation ke liye kaisa suit hain.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Invesco Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 497.22 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 12.43 |
| Sharpe Ratio | 0.72 | 0.66 |
| 1 Year Return (%) | -1.21% | -4.02% |
| 3 Year Return (%) | 16.36% | 14.7% |
| 5 Year Return (%) | 18.26% | 12.03% |
| Since Launch (%) | 15.48% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 130% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A better hai long-term wealth creation ke liye. Iska 3Y return 16.36% hai, jo Fund B ke 14.7% se jyada hai. Expense ratio bhi Fund A ki 0.72% kam hai Fund B ki 0.52% ke mukhya. Riskometer bhi dono fund ki very high hai, lekin Fund A ka Sharpe ratio 0.72 hai, jo Fund B ka 0.66 se jyada hai.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Haan, Fund A SIP ke liye better hai. Iska 1Y return -1.21% hai, jo Fund B ke -4.02% se kam hai. Consistency bhi Fund A ka hai, kyonki iska 3Y return Fund B ke 14.7% se jyada hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ke mukhya, Fund A better hai. Iska volatility 13.7 hai, jo Fund B ka 12.43 se jyada hai. Sharpe ratio bhi Fund A ka 0.72 hai, jo Fund B ka 0.66 se jyada hai. Expense ratio bhi Fund A ki 0.72% kam hai Fund B ki 0.52% ke mukhya.
📊 Portfolio Diversification
Asset allocation ke mukhya, Fund A better hai. Iska asset allocation Equity 81.12%, T-Bills 2.35%, Forgn. Eq 2.19% hai. Fund B ka asset allocation Equity 96.00%, T-Bills 4.00% hai. Top holdings concentration ke mukhya, Fund B ka hai. Iska top holding HDFC Bank Ltd. 8.5% hai, jo Fund A ka top holding HDFC Bank Ltd. 6.59% se jyada hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Invesco Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Sach ye hai, Fund A long-term wealth creation ke liye better hai. Iska 5Y return 18.26% hai, jo Fund B ke 12.03% se jyada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A higher risk hai lekin better returns deta hai. Iska volatility 13.7 hai, jo Fund B ka 12.43 se jyada hai. Sharpe ratio bhi Fund A ka 0.72 hai, jo Fund B ka 0.66 se jyada hai.
Q3: Which fund is more cost-effective?
Haan, Fund A more cost-effective hai. Iska expense ratio 0.72% hai, jo Fund B ki 0.52% se jyada hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price