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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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 Very High
Asset Size (Cr) ₹1144 Cr ₹3530 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Aug 2009 05 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 2.11 1.9
Manager Hiten Jain Sudhir Kedia
ISIN Code INF205K01304 INF903JA1IZ3
Exits Load Nil/365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Month -6.07% -5.88%
6 Month 6.67% 3.95%
1 Year 30.16% 18.94%
3 Year 12.28% 10.07%
5 Year 17.33% 17.6%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 20.89% 12.02%
3 Year 22.14% 16.46%
5 Year 20.77% -

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 11.34% 16.47%
3 Year 12.83% 15.82%
5 Year 12.86% -

Risk Management

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.81% 11.94%
Sharp 0.56% 0.79%
Beta 0.98% 0.91%
Alpha 0.88% -0.84%

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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 2.01 5.73
Large Cap 81.07 90.26
Mid Cap 8.51 3.54
Small Cap 8.41 0.45

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 1.18 1.19
Energy 11.31 11.41
Capital Goods 10.54 1.16
Technology 10.14 9.59
Financial 27.72 33.77
Materials 1.1 2.54
Healthcare 5.82 6.38
Consumer Staples 11.45 8.61
Automobile 6.33 5.93
Services 6.99 5.81
Construction 1.26 6.03
Consumer Discretionary 2.57 0.91
Communication 1.16 4.94
Chemicals 1.52 -
Insurance 0.91 0.59
Metals & Mining - 1.12

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