PGIM India Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1606 Cr | ₹593 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 2009 | 30 Jan 2003 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | 34% |
| Expense Ratio | 2.09 | 2.38 |
| Manager | Hiten Jain | Bhupesh Kalyani |
| ISIN Code | INF205K01304 | INF663L01GW4 |
| Exits Load | Data not available./365 | PGIM India Large Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Month | 3.26% | 3.06% |
| 6 Month | 8.03% | 5.55% |
| 1 Year | 6.34% | 6.78% |
| 3 Year | 17.12% | 11.99% |
| 5 Year | 19.26% | 15.19% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.21% | -0.02% |
| 1 Year | 8.34% | 6.3% |
| 3 Year | 14.08% | 9.05% |
| 5 Year | 14.32% | 9.92% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.04% | 14.43% |
| 3 Year | 13.14% | 12.17% |
| 5 Year | 13.29% | 12.64% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.77% |
| Sharp | 0.82% | 0.47% |
| Beta | 1.03% | 0.94% |
| Alpha | 2% | -2.30% |
Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Name | Hiten Jain | Bhupesh Kalyani |
| Total AUM | ₹4078 Cr | ₹2742 Cr |
| Funds Managed | 4 | 13 |
| Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 7.51 | 6.71 |
| Large Cap | 75.07 | 81.25 |
| Mid Cap | 10.21 | 12.04 |
| Small Cap | 7.21 | - |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 0.54 | 3.68 |
| Energy | 3.82 | 7.93 |
| Technology | 10.92 | 8.84 |
| Consumer Cyclical | 17.59 | 16.13 |
| Basic Materials | 6.29 | 3.48 |
| Consumer Defensive | 4.95 | 6.11 |
| Financial Services | 27.9 | 30.3 |
| Industrials | 12.5 | 10.7 |
| Utilities | 0.91 | 1.82 |
| Healthcare | 7.85 | 5.3 |
| Real Estate | 2.98 | 1.19 |
| Communication Services | 3.75 | 4.52 |
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