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 | 4.58% | 3.68% |
6 Month | -2.25% | 5.15% |
1 Year | 7.93% | 24.54% |
3 Year | 15.73% | - |
5 Year | 20.88% | - |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.22% | 3.29% |
1 Year | -1.34% | 11% |
3 Year | 16.84% | - |
5 Year | 16.54% | - |
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 | 0.4% | - |
Beta | 1.01% | - |
Alpha | 0.57% | - |
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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 | 0.43 | 5.06 |
Large Cap | 84.52 | 85.42 |
Mid Cap | 9.16 | 2.69 |
Small Cap | 5.89 | 6.83 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 0.43 | 4.57 |
Energy | 6.28 | 7.95 |
Industrials | 9.19 | 6.07 |
Technology | 12.27 | 11.11 |
Financial Services | 30.7 | 36.62 |
Basic Materials | 1.26 | 4.3 |
Consumer Cyclical | 16.66 | 8.25 |
Utilities | 2.15 | 4.04 |
Healthcare | 6.36 | 5.28 |
Consumer Defensive | 10.41 | 5.54 |
Communication Services | 4.28 | 3.46 |
Real Estate | - | 2.82 |
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