Invesco India Largecap Fund vs Aditya Birla Sun Life Frontline Equity Fund compare
Invesco India Largecap Fund - Growth
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1606 Cr | ₹29867 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 2009 | 30 Aug 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 45% |
Expense Ratio | 2.09 | 1.65 |
Manager | Hiten Jain | Dhaval Joshi |
ISIN Code | INF205K01304 | INF209K01BR9 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - 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 | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Month | 0.17% | 0.3% |
6 Month | 14.46% | 11.03% |
1 Year | 0.73% | 0.32% |
3 Year | 18.46% | 16.66% |
5 Year | 18.38% | 18.89% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 2.49% | 1.4% |
1 Year | 13.36% | 11.04% |
3 Year | 16.33% | 14.11% |
5 Year | 15.61% | 14.32% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 11.04% | 17.8% |
3 Year | 13.14% | 15.45% |
5 Year | 13.29% | 15.17% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 12.81% | 11.64% |
Sharp | 0.82% | 0.79% |
Beta | 1.03% | 0.94% |
Alpha | 2% | 1.23% |
Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Name | Hiten Jain | Dhaval Joshi |
Total AUM | ₹4078 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
Invesco India Largecap Fund - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 7.29 | 7.51 |
Large Cap | 76.15 | 81.26 |
Mid Cap | 9.73 | 3.73 |
Small Cap | 6.83 | 7.5 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 1.33 | 4.78 |
Energy | 4.11 | 5.28 |
Technology | 10.78 | 8.19 |
Consumer Cyclical | 18.18 | 12.53 |
Basic Materials | 5.6 | 4.95 |
Consumer Defensive | 4.71 | 7.41 |
Financial Services | 28.26 | 32.97 |
Industrials | 11.85 | 9.99 |
Utilities | 0.99 | 2.43 |
Healthcare | 7.5 | 5.6 |
Real Estate | 2.82 | 1.29 |
Communication Services | 3.89 | 4.58 |
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