Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Largecap Fund vs Sundaram Large Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.82%

VS

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.44%

Compare Now

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.32%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.36%

Compare Now

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns21.6%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns13.6%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns23.17%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns23.2%

Compare Now
Add to Cart Successfully