Aditya Birla Sun Life Frontline Equity Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1555 Cr | ₹29867 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 2009 | 30 Aug 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 45% |
Expense Ratio | 2.09 | 1.65 |
Manager | Hiten Jain | Dhaval Joshi |
ISIN Code | INF205K01304 | INF209K01BR9 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Month | 4.39% | 2.33% |
6 Month | 17.04% | 13.46% |
1 Year | -0.64% | -1.02% |
3 Year | 16.18% | 14.53% |
5 Year | 19.24% | 19.54% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 4.88% | 3.14% |
1 Year | 13.33% | 10.63% |
3 Year | 17.18% | 14.75% |
5 Year | 16.1% | 14.78% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 11.13% | 17.99% |
3 Year | 13% | 15.49% |
5 Year | 13.19% | 15.13% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.81% | 11.64% |
Sharp | 0.71% | 0.71% |
Beta | 1.03% | 0.94% |
Alpha | 2.19% | 1.67% |
Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Name | Hiten Jain | Dhaval Joshi |
Total AUM | ₹4078 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 7.29 | 7.15 |
Large Cap | 77.74 | 81.14 |
Mid Cap | 8.4 | 3.75 |
Small Cap | 6.57 | 7.96 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 1.54 | 4.23 |
Energy | 5.98 | 5.82 |
Technology | 11.09 | 8.07 |
Consumer Cyclical | 17.32 | 11.56 |
Basic Materials | 4.17 | 4.96 |
Consumer Defensive | 4.16 | 7.1 |
Financial Services | 30.68 | 34.3 |
Industrials | 10.1 | 9.8 |
Utilities | 1.49 | 2.43 |
Healthcare | 6.62 | 5.91 |
Real Estate | 2.85 | 1.36 |
Communication Services | 4.01 | 4.45 |
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