Edelweiss Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1301 Cr | ₹1108 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 2009 | 20 May 2009 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 79% |
Expense Ratio | 2.09 | 2.16 |
Manager | Hiten Jain | Bhavesh Jain |
ISIN Code | INF205K01304 | INF754K01046 |
Exits Load | Data not available./365 | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.85% | 5.32% |
6 Month | -12.93% | -12.05% |
1 Year | 4.6% | 3.54% |
3 Year | 11.91% | 12.61% |
5 Year | 23.72% | 23.54% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.05% | -2.68% |
1 Year | -8.66% | -6.47% |
3 Year | 14.72% | 13.84% |
5 Year | 15.66% | 15.43% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.6% | 13.43% |
3 Year | 12.85% | 13.33% |
5 Year | 12.99% | 14.04% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.81% | 12.521% |
Sharp | 0.36% | 0.582% |
Beta | 1% | 0.937% |
Alpha | -0.01% | 0.513% |
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Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Hiten Jain | Bhavesh Jain |
Total AUM | ₹4078 Cr | ₹0 Cr |
Funds Managed | 4 | 22 |
Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.45 | 3.04 |
Large Cap | 83.49 | 82.38 |
Mid Cap | 8.81 | 12.93 |
Small Cap | 7.25 | 1.65 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.45 | 2.93 |
Energy | 6.69 | 5.35 |
Industrials | 10.72 | 7.1 |
Technology | 13.91 | 10.77 |
Financial Services | 27.46 | 32.37 |
Basic Materials | 1.15 | 4.91 |
Consumer Cyclical | 17.18 | 11.32 |
Utilities | 2.51 | 3.19 |
Healthcare | 5.67 | 10.76 |
Consumer Defensive | 10.31 | 7.04 |
Communication Services | 3.93 | 4.26 |
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