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

Link copied to clipboard!

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

Invest Now

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 -0.94% 1.21%
6 Month 15.51% 14.15%
1 Year 41.02% 30.4%
3 Year 15.68% 14.74%
5 Year 20.01% 17.6%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 16.1% 11.37%
3 Year 35.52% 28.16%
5 Year 65.79% 36.71%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 20.5% 15.39%
3 Year 50.51% 37.18%
5 Year 74.23% 40.81%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.81% 11.94%
Sharp 0.81% 0.79%
Beta 0.98% 0.91%
Alpha 1.72% -0.84%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.96%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.68%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.91%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns25.84%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.41%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns38.33%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

Compare Now
Request call back
Add to Cart Successfully