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) | ₹1555 Cr | ₹1292 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 | 3.41% | 1.56% |
6 Month | 17.38% | 12.18% |
1 Year | -0.66% | -3.31% |
3 Year | 16.21% | 14.62% |
5 Year | 18.93% | 18.01% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.88% | 2.53% |
1 Year | 13.33% | 7.8% |
3 Year | 17.18% | 13.18% |
5 Year | 16.1% | 13.9% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.13% | 12.82% |
3 Year | 13% | 13.46% |
5 Year | 13.19% | 14.17% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.81% | 12.16% |
Sharp | 0.71% | 0.61% |
Beta | 1.03% | 0.96% |
Alpha | 2.19% | 0.86% |
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 | 7.29 | 9.97 |
Large Cap | 77.74 | 74.1 |
Mid Cap | 8.4 | 14.95 |
Small Cap | 6.57 | 0.97 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.54 | 6.37 |
Energy | 5.98 | 7.97 |
Technology | 11.09 | 7.16 |
Consumer Cyclical | 17.32 | 8.1 |
Basic Materials | 4.17 | 4.18 |
Consumer Defensive | 4.16 | 8.52 |
Financial Services | 30.68 | 34.45 |
Industrials | 10.1 | 7.19 |
Utilities | 1.49 | 2.16 |
Healthcare | 6.62 | 10.5 |
Real Estate | 2.85 | - |
Communication Services | 4.01 | 3.39 |
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