Invesco India Largecap Fund vs Nippon India Large Cap Fund compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
Fund | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹44165 Cr | ₹1528 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Aug 2007 | 21 Aug 2009 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 52% | 56% |
Expense Ratio | 1.62 | 2.09 |
Manager | Ashutosh Bhargava | Hiten Jain |
ISIN Code | INF204K01554 | INF205K01304 |
Exits Load | Exit load of 1% if redeemed within 7 days./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
1 Month | -5.26% | -2.29% |
6 Month | 4.76% | 10.53% |
1 Year | 28.13% | 1.78% |
3 Year | 18.29% | 15.54% |
5 Year | 19.32% | 18.86% |
SIP Return Analysis
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | - | 3.05% |
1 Year | 18.7% | 4.39% |
3 Year | 24.98% | 15.31% |
5 Year | 24.96% | 15.21% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
1 Year | 12.73% | 11.13% |
3 Year | 13.72% | 13% |
5 Year | 14.17% | 13.19% |
Risk Management
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
Standard Deviation | 11.92% | 13.74% |
Sharp | 1.09% | 0.75% |
Beta | 0.92% | 1.05% |
Alpha | 4.88% | 1.15% |
Fund Managers
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
---|---|---|
Name | Ashutosh Bhargava | Hiten Jain |
Total AUM | ₹121448 Cr | ₹4078 Cr |
Funds Managed | 12 | 4 |
Nippon India Large Cap Fund- Growth Plan Bonus Option | Invesco India Largecap Fund - Growth |
Market Cap
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 0.74 | 7.29 |
Large Cap | 83.62 | 77.74 |
Mid Cap | 8.92 | 8.4 |
Small Cap | 6.72 | 6.57 |
Sector Allocation
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 0.74 | 1.54 |
Energy | 13.71 | 5.98 |
Capital Goods | 6.48 | - |
Technology | 5.82 | 11.09 |
Construction | 3.68 | - |
Financial | 32.78 | - |
Consumer Staples | 9.78 | - |
Healthcare | 2.35 | 6.62 |
Materials | 2.11 | - |
Services | 7.57 | - |
Metals & Mining | 2.31 | - |
Automobile | 7.04 | - |
Insurance | 3.17 | - |
Communication | 1.02 | - |
Diversified | 0.38 | - |
Chemicals | 0.7 | - |
Textiles | 0.36 | - |
Consumer Cyclical | - | 17.32 |
Basic Materials | - | 4.17 |
Consumer Defensive | - | 4.16 |
Financial Services | - | 30.68 |
Industrials | - | 10.1 |
Utilities | - | 1.49 |
Real Estate | - | 2.85 |
Communication Services | - | 4.01 |
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