Invesco India Largecap Fund vs Sundaram Large Cap Fund Regular Plan compare
Invesco India Largecap Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1301 Cr | ₹3319 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 2009 | 01 Oct 2020 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 23% |
Expense Ratio | 2.09 | 1.93 |
Manager | Hiten Jain | Sudhir Kedia |
ISIN Code | INF205K01304 | INF903JA1IZ3 |
Exits Load | Data not available./365 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.46% | 0.81% |
6 Month | -2.69% | -2.44% |
1 Year | 6.77% | 3.48% |
3 Year | 20.77% | 16.37% |
5 Year | 21.54% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 7.96% | 4.93% |
1 Year | 6.89% | 2.82% |
3 Year | 17.81% | 12.02% |
5 Year | 16.85% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 11.31% | 13.84% |
3 Year | 12.87% | 14.84% |
5 Year | 13.11% | - |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.81% | 12.412% |
Sharp | 0.84% | 0.415% |
Beta | 1.01% | 0.927% |
Alpha | 1.93% | -1.547% |
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Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Name | Hiten Jain | Sudhir Kedia |
Total AUM | ₹4078 Cr | ₹10423 Cr |
Funds Managed | 4 | 8 |
Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.14 | 4.17 |
Large Cap | 82.84 | 86.51 |
Mid Cap | 8.66 | 7.49 |
Small Cap | 7.36 | 1.84 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.14 | 4.17 |
Petroleum Products | 6.6 | - |
IT - Software | 9.97 | - |
Finance | 6.81 | - |
Consumer Durables | 4.62 | - |
Non - Ferrous Metals | 1.2 | - |
Banks | 23.39 | - |
Automobiles | 6.94 | - |
Aerospace & Defense | 2.04 | - |
Auto Components | 3.49 | - |
Ferrous Metals | 0.65 | - |
Power | 2.21 | - |
Electrical Equipment | 2.2 | - |
Transport Services | 0.75 | - |
Pharmaceuticals & Biotechnology | 4.28 | - |
Agricultural Food & other Products | 3.09 | - |
Beverages | 3.22 | - |
Healthcare Equipment & Supplies | 1.13 | - |
Food Products | 2.18 | - |
Telecom - Services | 4.2 | - |
Financial Technology (Fintech) | 0.51 | - |
Healthcare Services | 1.23 | - |
Industrial Products | 1.27 | - |
Chemicals & Petrochemicals | 1.95 | - |
Capital Markets | 1.02 | - |
Retailing | 2.92 | - |
Industrial Manufacturing | 0.99 | - |
Energy | - | 5.73 |
Technology | - | 10.54 |
Consumer Cyclical | - | 10.65 |
Industrials | - | 9.32 |
Basic Materials | - | 4 |
Financial Services | - | 34.16 |
Healthcare | - | 7.65 |
Consumer Defensive | - | 5.97 |
Communication Services | - | 5.88 |
Utilities | - | 1.92 |
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