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) | ₹1606 Cr | ₹32956 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 | 3.94% | 3.24% |
| 6 Month | 8.03% | 4.91% |
| 1 Year | 6.34% | 6.23% |
| 3 Year | 17.12% | 11.54% |
| 5 Year | 19.26% | 14.08% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.21% | -0.12% |
| 1 Year | 8.34% | 5.11% |
| 3 Year | 14.08% | 10.01% |
| 5 Year | 14.32% | 9.5% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.04% | 11.98% |
| 3 Year | 13.14% | 12.91% |
| 5 Year | 13.29% | 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 | 0.82% | 0.5% |
| Beta | 1.03% | 0.88% |
| Alpha | 2% | -1.95% |
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 | 7.51 | 11.23 |
| Large Cap | 75.07 | 82.93 |
| Mid Cap | 10.21 | 5.84 |
| Small Cap | 7.21 | - |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.54 | 4.22 |
| Energy | 3.82 | 6.15 |
| Technology | 10.92 | 7.3 |
| Consumer Cyclical | 17.59 | 16.08 |
| Basic Materials | 6.29 | 5.2 |
| Consumer Defensive | 4.95 | 3.95 |
| Financial Services | 27.9 | 31.33 |
| Industrials | 12.5 | 11.02 |
| Utilities | 0.91 | 2.08 |
| Healthcare | 7.85 | 6.54 |
| Real Estate | 2.98 | - |
| Communication Services | 3.75 | 6.13 |
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