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Invesco India Largecap Fund vs Sundaram Large Cap Fund Regular Plan compare
Invesco India Largecap Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1301 Cr | ₹3319 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 2009 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | 23% |
| Expense Ratio | 2.09 | 1.93 |
| Manager | Hiten Jain | Sudhir Kedia |
| ISIN Code | INF205K01304 | INF903JA1IZ3 |
| Exits Load | Data not available./365 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.59% | 5.56% |
| 6 Month | -7.06% | -5.42% |
| 1 Year | 9.21% | 5.91% |
| 3 Year | 14.01% | 11.28% |
| 5 Year | 22.12% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.73% | 0.54% |
| 1 Year | -2.56% | -2.7% |
| 3 Year | 16.25% | 11.76% |
| 5 Year | 16.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.6% | 16.09% |
| 3 Year | 12.85% | 15.35% |
| 5 Year | 12.99% | - |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.412% |
| Sharp | 0.4% | 0.415% |
| Beta | 1.01% | 0.927% |
| Alpha | 0.57% | -1.547% |
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Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Hiten Jain | Sudhir Kedia |
| Total AUM | ₹4078 Cr | ₹10423 Cr |
| Funds Managed | 4 | 8 |
| Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.43 | 4.17 |
| Large Cap | 84.52 | 86.51 |
| Mid Cap | 9.16 | 7.49 |
| Small Cap | 5.89 | 1.84 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.43 | 4.17 |
| Energy | 6.28 | 5.73 |
| Industrials | 9.19 | 9.32 |
| Technology | 12.27 | 10.54 |
| Financial Services | 30.7 | 34.16 |
| Basic Materials | 1.26 | 4 |
| Consumer Cyclical | 16.66 | 10.65 |
| Utilities | 2.15 | 1.92 |
| Healthcare | 6.36 | 7.65 |
| Consumer Defensive | 10.41 | 5.97 |
| Communication Services | 4.28 | 5.88 |
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