Edelweiss Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1723 Cr | ₹1445 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 2009 | 20 May 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | 79% |
| Expense Ratio | 2.09 | 2.16 |
| Manager | Hiten Jain | Bhavesh Jain |
| ISIN Code | INF205K01304 | INF754K01046 |
| Exits Load | Data not available./365 | Edelweiss Large Cap Fund - 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.69% | 0.24% |
| 6 Month | 3.94% | 4.42% |
| 1 Year | 1.14% | 3% |
| 3 Year | 16.6% | 14.66% |
| 5 Year | 16.59% | 15.19% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 2.99% |
| 1 Year | 13.5% | 13.88% |
| 3 Year | 14.86% | 12.86% |
| 5 Year | 14.69% | 13.56% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.91% | 12.26% |
| 3 Year | 13.25% | 13.6% |
| 5 Year | 13.4% | 14.25% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.81% | 11.75% |
| Sharp | 0.8% | 0.66% |
| Beta | 1.05% | 0.95% |
| Alpha | 2.39% | 0.42% |
Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Jain | Bhavesh Jain |
| Total AUM | ₹4078 Cr | ₹0 Cr |
| Funds Managed | 4 | 22 |
| Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.24 | 7.61 |
| Large Cap | 75.19 | 78.65 |
| Mid Cap | 9.23 | 12.8 |
| Small Cap | 7.35 | 0.94 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.1 | 3.73 |
| Energy | 1.31 | 7.23 |
| Technology | 10.17 | 8.03 |
| Industrials | 15.82 | 9.22 |
| Consumer Cyclical | 16.22 | 12.2 |
| Basic Materials | 6.41 | 6 |
| Consumer Defensive | 5.3 | 5.88 |
| Financial Services | 27.55 | 31.22 |
| Utilities | 0.73 | 3.57 |
| Healthcare | 8.34 | 9.68 |
| Real Estate | 3.14 | - |
| Communication Services | 3.9 | 3.23 |
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