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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% | 5.17% |
| 6 Month | -12.49% | -9.78% |
| 1 Year | 7.31% | 3.21% |
| 3 Year | 13.56% | 10.98% |
| 5 Year | 22.98% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.05% | -2.85% |
| 1 Year | -8.66% | -6.28% |
| 3 Year | 14.72% | 11.13% |
| 5 Year | 15.66% | - |
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 | 0.36% | 0.415% |
| Beta | 1% | 0.927% |
| Alpha | -0.01% | -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 | 0.45 | 4.17 |
| Large Cap | 83.49 | 86.51 |
| Mid Cap | 8.81 | 7.49 |
| Small Cap | 7.25 | 1.84 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.45 | 4.17 |
| Energy | 6.69 | 5.73 |
| Industrials | 10.72 | 9.32 |
| Technology | 13.91 | 10.54 |
| Financial Services | 27.46 | 34.16 |
| Basic Materials | 1.15 | 4 |
| Consumer Cyclical | 17.18 | 10.65 |
| Utilities | 2.51 | 1.92 |
| Healthcare | 5.67 | 7.65 |
| Consumer Defensive | 10.31 | 5.97 |
| Communication Services | 3.93 | 5.88 |
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