- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 4.58% | 3.03% |
| 6 Month | -2.25% | -1.37% |
| 1 Year | 7.93% | 5.31% |
| 3 Year | 15.73% | 12.96% |
| 5 Year | 20.88% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.22% | 1.55% |
| 1 Year | -1.34% | -2.16% |
| 3 Year | 16.84% | 12.21% |
| 5 Year | 16.54% | - |
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 | 0.4% | 0.415% |
| Beta | 1.01% | 0.927% |
| Alpha | 0.57% | -1.547% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.43 | 4.17 |
| Large Cap | 84.52 | 86.51 |
| Mid Cap | 9.16 | 7.49 |
| Small Cap | 5.89 | 1.84 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.43 | 4.17 |
| Energy | 6.28 | 5.73 |
| Industrials | 9.19 | 9.32 |
| Technology | 12.27 | 10.54 |
| Financial Services | 30.7 | 34.16 |
| Basic Materials | 1.26 | 4 |
| Consumer Cyclical | 16.66 | 10.65 |
| Utilities | 2.15 | 1.92 |
| Healthcare | 6.36 | 7.65 |
| Consumer Defensive | 10.41 | 5.97 |
| Communication Services | 4.28 | 5.88 |
Top Comparisons
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.18%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.68%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns13.78%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.76%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.8%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns23.43%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.43%
