Motilal Oswal Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1723 Cr | ₹3034 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Aug 2009 | 06 Feb 2024 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | % |
| Expense Ratio | 2.09 | 2.1 |
| Manager | Hiten Jain | Ajay Khandelwal |
| ISIN Code | INF205K01304 | INF247L01CB9 |
| Exits Load | Data not available./365 | Motilal Oswal 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 | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.13% | 0.06% |
| 6 Month | 3.17% | 4.12% |
| 1 Year | 6.46% | 10.55% |
| 3 Year | 17.66% | - |
| 5 Year | 16.86% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.25% | 0.57% |
| 1 Year | 10.29% | 10.4% |
| 3 Year | 14.51% | - |
| 5 Year | 14.71% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.85% | 19.43% |
| 3 Year | 13.27% | - |
| 5 Year | 13.43% | - |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.81% | - |
| Sharp | 0.8% | - |
| Beta | 1.05% | - |
| Alpha | 2.39% | - |
Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Name | Hiten Jain | Ajay Khandelwal |
| Total AUM | ₹4078 Cr | ₹0 Cr |
| Funds Managed | 4 | 4 |
| Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 8.22 | 14.74 |
| Large Cap | 73.83 | 76.98 |
| Mid Cap | 9.58 | - |
| Small Cap | 8.37 | 8.28 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 0.81 | 1.27 |
| Technology | 11.01 | 11.3 |
| Industrials | 16.39 | 7.43 |
| Consumer Cyclical | 16.6 | 12.71 |
| Basic Materials | 5.94 | 3.79 |
| Healthcare | 10.03 | 4.47 |
| Energy | 0 | 8.44 |
| Consumer Defensive | 2.58 | 3.67 |
| Financial Services | 29.25 | 34.61 |
| Utilities | 0.55 | 2.8 |
| Real Estate | 2.94 | 2.93 |
| Communication Services | 3.91 | 6.6 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.88%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.67%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.6%
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth
3Y Returns7.95%
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
3Y Returns7.37%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.1%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.62%