Motilal Oswal Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1301 Cr | ₹1684 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 21 Aug 2009 | 06 Feb 2024 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | % |
Expense Ratio | 2.09 | 2.1 |
Manager | Hiten Jain | Ajay Khandelwal |
ISIN Code | INF205K01304 | INF247L01CB9 |
Exits Load | Data not available./365 | Motilal Oswal 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 | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Month | 5.35% | 4.48% |
6 Month | -2.37% | 4.69% |
1 Year | 11.08% | 25.29% |
3 Year | 15.65% | - |
5 Year | 22.28% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 0.73% | 2.57% |
1 Year | -2.56% | 10.38% |
3 Year | 16.25% | - |
5 Year | 16.29% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Year | 11.6% | 29.25% |
3 Year | 12.85% | - |
5 Year | 12.99% | - |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.81% | - |
Sharp | 0.4% | - |
Beta | 1.01% | - |
Alpha | 0.57% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Name | Hiten Jain | Ajay Khandelwal |
Total AUM | ₹4078 Cr | ₹0 Cr |
Funds Managed | 4 | 4 |
Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 0.43 | 5.06 |
Large Cap | 84.52 | 85.42 |
Mid Cap | 9.16 | 2.69 |
Small Cap | 5.89 | 6.83 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 0.43 | 4.57 |
Energy | 6.28 | 7.95 |
Industrials | 9.19 | 6.07 |
Technology | 12.27 | 11.11 |
Financial Services | 30.7 | 36.62 |
Basic Materials | 1.26 | 4.3 |
Consumer Cyclical | 16.66 | 8.25 |
Utilities | 2.15 | 4.04 |
Healthcare | 6.36 | 5.28 |
Consumer Defensive | 10.41 | 5.54 |
Communication Services | 4.28 | 3.46 |
Real Estate | - | 2.82 |
Top Comparisons
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns25.51%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns19.65%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns15.15%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.61%
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.35%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.32%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns21.99%
Axis Growth Opportunities Fund - Regular Plan - Growth
3Y Returns14.64%