Nippon India Large Cap Fund vs Invesco India Largecap Fund compare
Nippon India Large Cap Fund- Growth Plan -Growth Option
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹50312 Cr | ₹1723 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Aug 2007 | 21 Aug 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 52% | 56% |
| Expense Ratio | 1.53 | 2.09 |
| Manager | Ashutosh Bhargava | Hiten Jain |
| ISIN Code | INF204K01562 | INF205K01304 |
| Exits Load | Nippon India Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | -0.58% | -1.58% |
| 6 Month | 3.9% | 2.42% |
| 1 Year | 5.1% | 1.84% |
| 3 Year | 18.44% | 16.59% |
| 5 Year | 20.23% | 16.05% |
SIP Return Analysis
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 2.53% | 1.47% |
| 1 Year | 16.28% | 13.5% |
| 3 Year | 16.15% | 14.86% |
| 5 Year | 17.86% | 14.69% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 11.83% | 10.85% |
| 3 Year | 14.7% | 13.27% |
| 5 Year | 14.72% | 13.43% |
Risk Management
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.42% | 12.81% |
| Sharp | 1.04% | 0.8% |
| Beta | 0.91% | 1.05% |
| Alpha | 4.8% | 2.39% |
Fund Managers
| Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Hiten Jain |
| Total AUM | ₹121448 Cr | ₹4078 Cr |
| Funds Managed | 12 | 4 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan -Growth Option |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 6.37 | 8.22 |
| Large Cap | 80.02 | 73.83 |
| Mid Cap | 10.43 | 9.58 |
| Small Cap | 3.18 | 8.37 |
Sector Allocation
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan -Growth Option |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 0.46 | 0.81 |
| Energy | 6.09 | 0 |
| Industrials | 9.85 | 16.39 |
| Technology | 7.25 | 11.01 |
| Consumer Cyclical | 15.86 | 16.6 |
| Financial Services | 33.31 | 29.25 |
| Basic Materials | 5.94 | 5.94 |
| Consumer Defensive | 9.7 | 2.58 |
| Healthcare | 5.86 | 10.03 |
| Utilities | 5.48 | 0.55 |
| Communication Services | 0.2 | 3.91 |
| Real Estate | - | 2.94 |
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