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 | ₹620 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 | -3.36% | -2.61% |
6 Month | 8.86% | 7.33% |
1 Year | 0.38% | 0.01% |
3 Year | 17.24% | 13.09% |
5 Year | 19.13% | 15.76% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 5.62% | 3.82% |
1 Year | 7.66% | 5.55% |
3 Year | 17.57% | 11.57% |
5 Year | 16.67% | 11.81% |
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% |
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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 | 7.37 | 5.84 |
Large Cap | 77.28 | 81.32 |
Mid Cap | 8.36 | 12.84 |
Small Cap | 6.99 | - |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 1.29 | 2.32 |
Energy | 6.18 | 8.34 |
Technology | 11.8 | 10.15 |
Consumer Cyclical | 17.75 | 13.56 |
Basic Materials | 2.57 | 4.19 |
Financial Services | 30.78 | 31.43 |
Industrials | 9.37 | 9.99 |
Utilities | 2.1 | 1.71 |
Healthcare | 6.67 | 6.4 |
Consumer Defensive | 5.23 | 6.03 |
Real Estate | 2.12 | 1.25 |
Communication Services | 4.13 | 4.62 |
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