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) | ₹1558 Cr | ₹2534 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 | -4.15% | -2.12% |
6 Month | 6.18% | 6.5% |
1 Year | -0.85% | 10.84% |
3 Year | 16.29% | - |
5 Year | 18.9% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 5.62% | 5.64% |
1 Year | 7.66% | 14.63% |
3 Year | 17.57% | - |
5 Year | 16.67% | - |
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 | 1.1% | - |
Beta | 1.01% | - |
Alpha | 2.13% | - |
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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 | 7.37 | 11.35 |
Large Cap | 77.28 | 78.39 |
Mid Cap | 8.36 | 0 |
Small Cap | 6.99 | 10.26 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 1.29 | 5.74 |
Energy | 6.18 | 9.27 |
Technology | 11.8 | 13.67 |
Consumer Cyclical | 17.75 | 11.41 |
Basic Materials | 2.57 | 2.52 |
Financial Services | 30.78 | 34.78 |
Industrials | 9.37 | 6.05 |
Utilities | 2.1 | 3.39 |
Healthcare | 6.67 | 1.45 |
Consumer Defensive | 5.23 | 3.91 |
Real Estate | 2.12 | 2.15 |
Communication Services | 4.13 | 5.65 |
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