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) | ₹1555 Cr | ₹604 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 | 4.39% | 3.11% |
6 Month | 17.04% | 14.21% |
1 Year | -0.64% | -1.88% |
3 Year | 16.18% | 11.84% |
5 Year | 19.24% | 15.4% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 4.88% | 3.74% |
1 Year | 13.33% | 11.94% |
3 Year | 17.18% | 11.72% |
5 Year | 16.1% | 11.48% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 11.13% | 14.66% |
3 Year | 13% | 12.17% |
5 Year | 13.19% | 12.58% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.81% | 12.16% |
Sharp | 0.71% | 0.42% |
Beta | 1.03% | 0.95% |
Alpha | 2.19% | -1.43% |
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 | 7.29 | 5.42 |
Large Cap | 77.74 | 82 |
Mid Cap | 8.4 | 12.58 |
Small Cap | 6.57 | - |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.54 | 2.03 |
Energy | 5.98 | 7.93 |
Technology | 11.09 | 9.21 |
Consumer Cyclical | 17.32 | 14.51 |
Basic Materials | 4.17 | 3.49 |
Consumer Defensive | 4.16 | 6.43 |
Financial Services | 30.68 | 31.84 |
Industrials | 10.1 | 10.33 |
Utilities | 1.49 | 1.75 |
Healthcare | 6.62 | 6.71 |
Real Estate | 2.85 | 1.26 |
Communication Services | 4.01 | 4.52 |
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