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) | ₹1606 Cr | ₹2779 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 | 3.26% | 3.4% |
| 6 Month | 8.03% | 7.37% |
| 1 Year | 6.34% | 13.07% |
| 3 Year | 17.12% | - |
| 5 Year | 19.26% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.4% | 2.9% |
| 1 Year | 16.15% | 15.38% |
| 3 Year | 17.36% | - |
| 5 Year | 16.25% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.04% | 19.43% |
| 3 Year | 13.14% | - |
| 5 Year | 13.29% | - |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.81% | - |
| Sharp | 0.82% | - |
| Beta | 1.03% | - |
| Alpha | 2% | - |
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 | 7.51 | 15.18 |
| Large Cap | 75.07 | 77.89 |
| Mid Cap | 10.21 | - |
| Small Cap | 7.21 | 6.93 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 0.54 | 3.96 |
| Energy | 3.82 | 7.92 |
| Technology | 10.92 | 10.82 |
| Consumer Cyclical | 17.59 | 12 |
| Basic Materials | 6.29 | 5.62 |
| Consumer Defensive | 4.95 | 4.22 |
| Financial Services | 27.9 | 33.9 |
| Industrials | 12.5 | 7.66 |
| Utilities | 0.91 | 3.28 |
| Healthcare | 7.85 | 1.26 |
| Real Estate | 2.98 | 2.98 |
| Communication Services | 3.75 | 6.38 |
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