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

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tortoise-icon Invesco India Largecap Fund - Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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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 5.22% 3.68%
6 Month 3.7% 3.1%
1 Year 10.78% 7.86%
3 Year 20.22% 16.64%
5 Year 23.71% -

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 6.49% 4.78%
1 Year 6.7% 4.13%
3 Year 18.82% 13.45%
5 Year 17.46% -

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 11.6% 16.09%
3 Year 12.85% 15.35%
5 Year 12.99% -

Risk Management

Scheme Name Invesco India Largecap Fund - Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.81% 12.412%
Sharp 0.66% 0.415%
Beta 1.01% 0.927%
Alpha 1.61% -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 0.98 4.17
Large Cap 84.3 86.51
Mid Cap 8.66 7.49
Small Cap 6.06 1.84

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.98 4.17
Petroleum Products 6.4 -
IT - Software 9.75 -
Finance 7.37 -
Consumer Durables 4.75 -
Non - Ferrous Metals 0.41 -
Banks 24.07 -
Automobiles 6.38 -
Aerospace & Defense 2.22 -
Auto Components 3.97 -
Ferrous Metals 0.77 -
Power 2.37 -
Electrical Equipment 1.9 -
Transport Services 0.63 -
Pharmaceuticals & Biotechnology 3.85 -
Agricultural Food & other Products 2.88 -
Beverages 3.55 -
Healthcare Equipment & Supplies 1.06 -
Food Products 2.44 -
Telecom - Services 4.37 -
Financial Technology (Fintech) 0.54 -
Healthcare Services 1.25 -
Industrial Products 1.61 -
Chemicals & Petrochemicals 2.04 -
Capital Markets 0.45 -
Retailing 2.88 -
Industrial Manufacturing 1.11 -
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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