Axis Bluechip Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Axis Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1723 Cr | ₹34072 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 2009 | 05 Jan 2010 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 56% | 26% |
| Expense Ratio | 2.09 | 1.57 |
| Manager | Hiten Jain | Shreyash Devalkar |
| ISIN Code | INF205K01304 | INF846K01164 |
| Exits Load | Data not available./365 | Axis Bluechip Fund - 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 | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.28% | -0.93% |
| 6 Month | 0.38% | 0.8% |
| 1 Year | 5.72% | 5.75% |
| 3 Year | 17.61% | 12.51% |
| 5 Year | 16.14% | 10.41% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.74% | 1.73% |
| 1 Year | 12.04% | 9.21% |
| 3 Year | 14.48% | 11.03% |
| 5 Year | 14.66% | 10.25% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.85% | 11.55% |
| 3 Year | 13.27% | 12.76% |
| 5 Year | 13.43% | 13.88% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.82% |
| Sharp | 0.8% | 0.52% |
| Beta | 1.05% | 0.89% |
| Alpha | 2.39% | -1.18% |
Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Jain | Shreyash Devalkar |
| Total AUM | ₹4078 Cr | ₹166770 Cr |
| Funds Managed | 4 | 14 |
| Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.22 | 11.3 |
| Large Cap | 73.83 | 84.3 |
| Mid Cap | 9.58 | 4.4 |
| Small Cap | 8.37 | - |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.81 | 3.82 |
| Technology | 11.01 | 8.29 |
| Industrials | 16.39 | 12.02 |
| Consumer Cyclical | 16.6 | 14.61 |
| Basic Materials | 5.94 | 4.61 |
| Healthcare | 10.03 | 5.97 |
| Energy | 0 | 7.18 |
| Consumer Defensive | 2.58 | 3.26 |
| Financial Services | 29.25 | 32.5 |
| Utilities | 0.55 | 1.14 |
| Real Estate | 2.94 | - |
| Communication Services | 3.91 | 6.59 |
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