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) | ₹1606 Cr | ₹1337 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 | 3.26% | 3.03% |
| 6 Month | 8.03% | 5.8% |
| 1 Year | 6.34% | 3.8% |
| 3 Year | 17.12% | 15.19% |
| 5 Year | 19.26% | 18.16% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.4% | 3.02% |
| 1 Year | 16.15% | 12.38% |
| 3 Year | 17.36% | 13.84% |
| 5 Year | 16.25% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.04% | 12.53% |
| 3 Year | 13.14% | 13.5% |
| 5 Year | 13.29% | 14.21% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.81% | 11.93% |
| Sharp | 0.82% | 0.74% |
| Beta | 1.03% | 0.96% |
| Alpha | 2% | 0.70% |
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 | 7.51 | 6.85 |
| Large Cap | 75.07 | 79.19 |
| Mid Cap | 10.21 | 12.96 |
| Small Cap | 7.21 | 0.99 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.54 | 3.01 |
| Energy | 3.82 | 7.01 |
| Technology | 10.92 | 7.5 |
| Consumer Cyclical | 17.59 | 12.41 |
| Basic Materials | 6.29 | 6.28 |
| Consumer Defensive | 4.95 | 6.13 |
| Financial Services | 27.9 | 32.47 |
| Industrials | 12.5 | 9.11 |
| Utilities | 0.91 | 3.74 |
| Healthcare | 7.85 | 9.24 |
| Real Estate | 2.98 | - |
| Communication Services | 3.75 | 3.1 |
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