Sundaram Large Cap Fund Regular Plan vs Invesco India Largecap Fund 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 Risk | Very High Risk |
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 | -4.41% | -0.79% |
6 Month | -11.46% | -7.49% |
1 Year | 4.7% | 3.63% |
3 Year | 11.58% | 10.8% |
5 Year | 14.37% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -9.91% | -5.67% |
3 Year | 13.07% | 10.99% |
5 Year | 15.4% | - |
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 | 0.43% | 0.415% |
Beta | 0.99% | 0.927% |
Alpha | -0.1% | -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 |
Fund Manage | 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 | 1.04 | 7.04 |
Large Cap | 82.18 | 86.5 |
Mid Cap | 8.9 | 5.27 |
Small Cap | 7.88 | 1.22 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.04 | 7.04 |
Petroleum Products | 6.61 | 5.37 |
Electrical Equipment | 3.29 | - |
IT - Software | 10.75 | 10.49 |
Finance | 4.06 | - |
Consumer Durables | 6.78 | 1.87 |
Banks | 22.34 | 29.96 |
Automobiles | 5.96 | 6.09 |
Aerospace & Defense | 4.14 | - |
Capital Markets | 2.07 | - |
Transport Services | 1.14 | 1.94 |
Pharmaceuticals & Biotechnology | 3.31 | 8.31 |
Agricultural Food & other Products | 3.26 | 0.86 |
Beverages | 3.74 | 3.36 |
Healthcare Equipment & Supplies | 0.43 | - |
Food Products | 1.17 | - |
Household Products | 0.98 | - |
Telecom - Services | 2.97 | 4.55 |
Financial Technology (Fintech) | 1.41 | - |
Healthcare Services | 2.56 | - |
Industrial Products | 1.08 | 0.67 |
Fertilizers & Agrochemicals | 1.08 | - |
Power | 1.98 | 1.92 |
Retailing | 4.03 | 2.46 |
Insurance | 0.75 | 2.89 |
Auto Components | 2.2 | 0.26 |
Industrial Manufacturing | 0.87 | - |
Construction | - | 5.88 |
Non - Ferrous Metals | - | 1.83 |
Cement & Cement Products | - | 2.08 |
Transport Infrastructure | - | 0.96 |
Leisure Services | - | 1.24 |
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