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) | ₹44165 Cr | ₹1528 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 | 3.16% | 4.39% |
6 Month | 16.02% | 17.04% |
1 Year | 1.84% | -0.64% |
3 Year | 19% | 16.18% |
5 Year | 24.5% | 19.24% |
SIP Return Analysis
Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
---|---|---|
6 Month | 4.89% | 4.88% |
1 Year | 14.71% | 13.33% |
3 Year | 18.03% | 17.18% |
5 Year | 19.41% | 16.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan -Growth Option | Invesco India Largecap Fund - Growth |
---|---|---|
1 Year | 12.28% | 11.13% |
3 Year | 14.36% | 13% |
5 Year | 14.55% | 13.19% |
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 | 1.05% | 0.71% |
Beta | 0.91% | 1.03% |
Alpha | 5.78% | 2.19% |
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 | 5.9 | 7.29 |
Large Cap | 78.94 | 77.74 |
Mid Cap | 11.28 | 8.4 |
Small Cap | 3.87 | 6.57 |
Sector Allocation
Scheme Name |
Nippon India Large Cap Fund- Growth Plan -Growth Option |
Invesco India Largecap Fund - Growth |
---|---|---|
Others | 1.12 | 1.54 |
Energy | 6.8 | 5.98 |
Industrials | 10.88 | 10.1 |
Technology | 6.42 | 11.09 |
Consumer Cyclical | 14.03 | 17.32 |
Financial Services | 33.76 | 30.68 |
Basic Materials | 6.39 | 4.17 |
Consumer Defensive | 10.41 | 4.16 |
Healthcare | 3.58 | 6.62 |
Utilities | 6.4 | 1.49 |
Communication Services | 0.22 | 4.01 |
Real Estate | - | 2.85 |
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