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) | ₹1718 Cr | ₹31386 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 | -1.95% | -2.47% |
| 6 Month | 0.63% | 0.95% |
| 1 Year | 9.36% | 9.61% |
| 3 Year | 18.06% | 15.7% |
| 5 Year | 15.69% | 15.19% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.9% | -2.18% |
| 1 Year | -0.45% | 2.22% |
| 3 Year | 10.38% | 10.45% |
| 5 Year | 12.4% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.75% | 17.44% |
| 3 Year | 13.35% | 15.52% |
| 5 Year | 13.48% | 15.28% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.64% |
| Sharp | 0.85% | 0.85% |
| Beta | 1.05% | 0.94% |
| Alpha | 1.84% | 1.31% |
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 | 15.25 | 7.51 |
| Large Cap | 68.74 | 82.71 |
| Mid Cap | 8.79 | 3.13 |
| Small Cap | 7.23 | 6.65 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 0.57 | 3.28 |
| Technology | 10.58 | 9.12 |
| Industrials | 16.65 | 7.69 |
| Consumer Cyclical | 15.48 | 13.73 |
| Basic Materials | 5.09 | 4.86 |
| Healthcare | 9.3 | 5.08 |
| Consumer Defensive | 1 | 7.39 |
| Financial Services | 35.49 | 34.98 |
| Utilities | 0.55 | 2.29 |
| Real Estate | 1.34 | 1.18 |
| Communication Services | 3.93 | 4.77 |
| Energy | - | 5.63 |
Top Comparisons
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.96%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.54%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.76%
SBI Gilt Fund - Regular Plan - Growth
3Y Returns6.98%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.25%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.26%
HDFC Small Cap Fund Regular Growth
3Y Returns20.1%