Sundaram Large Cap Fund Regular Plan vs Invesco India Largecap Fund compare

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Invesco India Largecap Fund - Growth

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Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Fund	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1606 Cr	₹3280 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Aug 2009	01 Oct 2020
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	56%	23%
Expense Ratio	2.09	1.93
Manager	Hiten Jain	Sudhir Kedia
ISIN Code	INF205K01304	INF903JA1IZ3
Exits Load	Data not available./365	Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	2.78%	2.38%
6 Month	8.15%	3.73%
1 Year	6.99%	3.53%
3 Year	17.07%	11.68%
5 Year	18.95%	16.29%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	3.81%	2.47%
1 Year	15.57%	8.75%
3 Year	16.61%	10.42%
5 Year	15.72%	11.47%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	11.04%	12.5%
3 Year	13.14%	14.7%
5 Year	13.29%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.81%	11.22%
Sharp	0.82%	0.47%
Beta	1.03%	0.90%
Alpha	2%	-2.26%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Name	Hiten Jain	Sudhir Kedia
Total AUM	₹4078 Cr	₹10423 Cr
Funds Managed	4	8
	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Large Cap	81.63	81.71
Mid Cap	10.68	7.07
Small Cap	7.69	2.26
Others	-	8.97

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	0.52	8.03
Petroleum Products	3.81	-
IT - Software	9.83	-
Retailing	4.92	-
Consumer Durables	5.84	-
Diversified FMCG	2.82	-
Non - Ferrous Metals	1.14	-
Banks	17.81	-
Automobiles	8.04	-
Aerospace & Defense	2.04	-
Electrical Equipment	3.09	-
Auto Components	3.4	-
Ferrous Metals	2.52	-
Power	0.91	-
Finance	6.89	-
Transport Services	3.59	-
Pharmaceuticals & Biotechnology	3.26	-
Healthcare Equipment & Supplies	1.82	-
Food Products	2.13	-
Realty	2.97	-
Telecom - Services	3.75	-
Financial Technology (Fintech)	0.92	-
Healthcare Services	2.78	-
Industrial Products	1.23	-
Chemicals & Petrochemicals	1.28	-
Capital Markets	2.28	-
Industrial Manufacturing	0.41	-
Energy	-	9.48
Technology	-	8.45
Consumer Cyclical	-	10.99
Industrials	-	6.63
Financial Services	-	31.99
Healthcare	-	5.14
Consumer Defensive	-	6.24
Communication Services	-	6.53
Basic Materials	-	4.48
Utilities	-	2.04