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) | ₹1301 Cr | ₹1684 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 | 7.32% | 7.28% |
6 Month | 3.66% | 10.08% |
1 Year | 11.92% | 27.82% |
3 Year | 20.19% | - |
5 Year | 23.05% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 1.52% | 2.11% |
1 Year | -2.33% | 8.4% |
3 Year | 15.51% | - |
5 Year | 15.58% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Year | 11.6% | 29.25% |
3 Year | 12.85% | - |
5 Year | 12.99% | - |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.81% | - |
Sharp | 0.66% | - |
Beta | 1.01% | - |
Alpha | 1.61% | - |
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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 | 0.98 | 5.06 |
Large Cap | 84.3 | 85.42 |
Mid Cap | 8.66 | 2.69 |
Small Cap | 6.06 | 6.83 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 0.98 | 4.57 |
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 | - | 7.95 |
Technology | - | 11.11 |
Consumer Cyclical | - | 8.25 |
Industrials | - | 6.07 |
Consumer Defensive | - | 5.54 |
Basic Materials | - | 4.3 |
Financial Services | - | 36.62 |
Healthcare | - | 5.28 |
Real Estate | - | 2.82 |
Communication Services | - | 3.46 |
Utilities | - | 4.04 |
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