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) | ₹1558 Cr | ₹600 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 | 1.87% | 1.49% |
6 Month | 7.49% | 8.2% |
1 Year | 2.82% | 1.76% |
3 Year | 20.4% | 15.62% |
5 Year | 20.61% | 16.95% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 8.47% | 6.16% |
1 Year | 10.32% | 8.33% |
3 Year | 18.21% | 12.12% |
5 Year | 17.02% | 12.06% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 11.31% | 14.88% |
3 Year | 12.87% | 12.11% |
5 Year | 13.11% | 12.51% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.81% | 12.59% |
Sharp | 1.1% | 0.78% |
Beta | 1.01% | 0.93% |
Alpha | 2.13% | -2.13% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.92 | 2.14 |
Large Cap | 81.45 | 85.83 |
Mid Cap | 7.17 | 12.03 |
Small Cap | 7.47 | - |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.68 | 2.14 |
Energy | 6.42 | 8.16 |
Technology | 10.19 | 11 |
Financial Services | 31.56 | 31.52 |
Basic Materials | 2.32 | 3.99 |
Consumer Cyclical | 16.12 | 13.32 |
Industrials | 10.82 | 9.93 |
Utilities | 2.34 | 1.76 |
Healthcare | 6.73 | 6.64 |
Consumer Defensive | 6.79 | 6.36 |
Real Estate | 1.04 | 0.75 |
Communication Services | 4 | 4.42 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.85%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.53%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns19.18%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns24.65%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns21.67%
HDFC Multi Cap Fund - Growth Option
3Y Returns26.43%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns21.97%