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) | ₹1488 Cr | ₹29859 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 | 2.05% | 2.01% |
6 Month | 4.46% | 6.78% |
1 Year | 5.05% | 5.53% |
3 Year | 20.68% | 19.25% |
5 Year | 20.72% | 21.17% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 10.85% | 9.3% |
1 Year | 14.19% | 13.03% |
3 Year | 19.37% | 17.35% |
5 Year | 17.72% | 16.85% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 11.31% | 18.27% |
3 Year | 12.87% | 15.37% |
5 Year | 13.11% | 15.06% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.81% | 11.64% |
Sharp | 1.1% | 1.11% |
Beta | 1.01% | 0.93% |
Alpha | 2.13% | 1.72% |
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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 | 3.92 | 5.75 |
Large Cap | 81.45 | 83.52 |
Mid Cap | 7.17 | 3.23 |
Small Cap | 7.47 | 7.5 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 1.68 | 4.66 |
Energy | 6.42 | 6.36 |
Technology | 10.19 | 8.69 |
Financial Services | 31.56 | 34.15 |
Basic Materials | 2.32 | 4.68 |
Consumer Cyclical | 16.12 | 11.75 |
Industrials | 10.82 | 8.81 |
Utilities | 2.34 | 2.26 |
Healthcare | 6.73 | 5.84 |
Consumer Defensive | 6.79 | 7.03 |
Real Estate | 1.04 | 1.34 |
Communication Services | 4 | 4.43 |
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