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Sundaram Large Cap Fund Regular Plan vs Invesco India Largecap Fund compare

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tortoise-icon Invesco India Largecap Fund - Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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