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) | ₹1555 Cr | ₹2701 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 | 3.41% | 1.8% |
6 Month | 17.38% | 14.86% |
1 Year | -0.66% | 8.28% |
3 Year | 16.21% | - |
5 Year | 18.93% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 4.88% | 3.78% |
1 Year | 13.33% | 15.06% |
3 Year | 17.18% | - |
5 Year | 16.1% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Year | 11.13% | 22.09% |
3 Year | 13% | - |
5 Year | 13.19% | - |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.81% | - |
Sharp | 0.71% | - |
Beta | 1.03% | - |
Alpha | 2.19% | - |
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 | 7.29 | 15 |
Large Cap | 77.74 | 79.01 |
Mid Cap | 8.4 | - |
Small Cap | 6.57 | 5.99 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 1.54 | 2.29 |
Energy | 5.98 | 8.54 |
Technology | 11.09 | 10.63 |
Consumer Cyclical | 17.32 | 12.61 |
Basic Materials | 4.17 | 5.57 |
Consumer Defensive | 4.16 | 4.6 |
Financial Services | 30.68 | 33.76 |
Industrials | 10.1 | 8.05 |
Utilities | 1.49 | 3.02 |
Healthcare | 6.62 | 1.3 |
Real Estate | 2.85 | 3.07 |
Communication Services | 4.01 | 6.57 |
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