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% | 7.19% |
6 Month | -12.49% | -11.3% |
1 Year | 7.31% | 3.72% |
3 Year | 13.56% | 11.28% |
5 Year | 22.98% | 19.23% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | -5.05% | -2.03% |
1 Year | -8.66% | -5.4% |
3 Year | 14.72% | 10.17% |
5 Year | 15.66% | 11.71% |
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 | 0.36% | 0.258% |
Beta | 1% | 0.895% |
Alpha | -0.01% | -2.119% |
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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 | 0.45 | 2.5 |
Large Cap | 83.49 | 87.61 |
Mid Cap | 8.81 | 9.88 |
Small Cap | 7.25 | - |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 0.45 | 1.74 |
Energy | 6.69 | 7.63 |
Industrials | 10.72 | 10 |
Technology | 13.91 | 13.02 |
Financial Services | 27.46 | 30.24 |
Basic Materials | 1.15 | 3.07 |
Consumer Cyclical | 17.18 | 12.96 |
Utilities | 2.51 | 1.8 |
Healthcare | 5.67 | 7.04 |
Consumer Defensive | 10.31 | 6.93 |
Communication Services | 3.93 | 5.14 |
Real Estate | - | 0.43 |
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