PGIM India Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1301 Cr | ₹571 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 2009 | 30 Jan 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 34% |
Expense Ratio | 2.09 | 2.38 |
Manager | Hiten Jain | Bhupesh Kalyani |
ISIN Code | INF205K01304 | INF663L01GW4 |
Exits Load | Data not available./365 | PGIM India Large Cap Fund - Growth charges 0.5% 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 | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Month | 7.59% | 6.7% |
6 Month | -7.06% | -3.59% |
1 Year | 9.21% | 6.45% |
3 Year | 14.01% | 10.9% |
5 Year | 22.12% | 18.47% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 0.73% | 2.1% |
1 Year | -2.56% | -0.32% |
3 Year | 16.25% | 11.29% |
5 Year | 16.29% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 11.6% | 15.21% |
3 Year | 12.85% | 12.15% |
5 Year | 12.99% | 12.48% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.81% | 12.538% |
Sharp | 0.4% | 0.258% |
Beta | 1.01% | 0.895% |
Alpha | 0.57% | -2.119% |
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 | PGIM India Large Cap Fund - Growth |
---|---|---|
Name | Hiten Jain | Bhupesh Kalyani |
Total AUM | ₹4078 Cr | ₹2742 Cr |
Funds Managed | 4 | 13 |
Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 0.43 | 2.5 |
Large Cap | 84.52 | 87.61 |
Mid Cap | 9.16 | 9.88 |
Small Cap | 5.89 | - |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 0.43 | 1.74 |
Energy | 6.28 | 7.63 |
Industrials | 9.19 | 10 |
Technology | 12.27 | 13.02 |
Financial Services | 30.7 | 30.24 |
Basic Materials | 1.26 | 3.07 |
Consumer Cyclical | 16.66 | 12.96 |
Utilities | 2.15 | 1.8 |
Healthcare | 6.36 | 7.04 |
Consumer Defensive | 10.41 | 6.93 |
Communication Services | 4.28 | 5.14 |
Real Estate | - | 0.43 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.41%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.59%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.24%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.6%
Quant Quantamental Fund Regular - Growth
3Y Returns18.96%