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 Very High
Asset Size (Cr) ₹1255 Cr ₹3453 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 1.89
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 2.29% 1.25%
6 Month 3.63% 1.76%
1 Year 22.51% 12.24%
3 Year 14.75% 12.42%
5 Year 17.4% 17.6%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 13.92% 6.22%
3 Year 21.25% 15.27%
5 Year 20.34% -

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 0.67% 0.79%
Beta 0.98% 0.91%
Alpha 1.25% -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 1.04 5.73
Large Cap 82.18 90.26
Mid Cap 8.9 3.54
Small Cap 7.88 0.45

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 1.04 1.19
Petroleum Products 6.61 -
Electrical Equipment 3.29 -
IT - Software 10.75 -
Finance 4.06 -
Consumer Durables 6.78 -
Banks 22.34 -
Automobiles 5.96 -
Aerospace & Defense 4.14 -
Capital Markets 2.07 -
Transport Services 1.14 -
Pharmaceuticals & Biotechnology 3.31 -
Agricultural Food & other Products 3.26 -
Beverages 3.74 -
Healthcare Equipment & Supplies 0.43 -
Food Products 1.17 -
Household Products 0.98 -
Telecom - Services 2.97 -
Financial Technology (Fintech) 1.41 -
Healthcare Services 2.56 -
Industrial Products 1.08 -
Fertilizers & Agrochemicals 1.08 -
Power 1.98 -
Retailing 4.03 -
Insurance 0.75 0.59
Auto Components 2.2 -
Industrial Manufacturing 0.87 -
Automobile - 5.93
Energy - 11.41
Technology - 9.59
Materials - 2.54
Construction - 6.03
Financial - 33.77
Consumer Staples - 8.61
Metals & Mining - 1.12
Healthcare - 6.38
Capital Goods - 1.16
Services - 5.81
Consumer Discretionary - 0.91
Communication - 4.94

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