Invesco India Largecap Fund vs Sundaram Large Cap Fund Regular Plan compare

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)	₹1255 Cr	₹3453 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	1.89
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

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	2.29%	1.25%
6 Month	3.63%	1.76%
1 Year	22.51%	12.24%
3 Year	14.75%	12.42%
5 Year	17.4%	17.6%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	13.92%	6.22%
3 Year	21.25%	15.27%
5 Year	20.34%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	11.34%	16.47%
3 Year	12.83%	15.82%
5 Year	12.86%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.81%	11.94%
Sharp	0.67%	0.79%
Beta	0.98%	0.91%
Alpha	1.25%	-0.84%

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
Fund Manage	4	8
	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	1.04	5.73
Large Cap	82.18	90.26
Mid Cap	8.9	3.54
Small Cap	7.88	0.45

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	1.04	1.19
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	-
Insurance	0.75	0.59
Auto Components	2.2	-
Industrial Manufacturing	0.87	-
Automobile	-	5.93
Energy	-	11.41
Technology	-	9.59
Materials	-	2.54
Construction	-	6.03
Financial	-	33.77
Consumer Staples	-	8.61
Metals & Mining	-	1.12
Healthcare	-	6.38
Capital Goods	-	1.16
Services	-	5.81
Consumer Discretionary	-	0.91
Communication	-	4.94