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	1.13%	0.8%
6 Month	10.92%	5.87%
1 Year	3.09%	0.13%
3 Year	18.66%	13.36%
5 Year	19.2%	16.64%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	2.49%	0.61%
1 Year	13.36%	6.56%
3 Year	16.33%	10.03%
5 Year	15.61%	11.33%

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%	11.43%
Sharp	0.82%	0.52%
Beta	1.03%	0.91%
Alpha	2%	-1.71%

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
Others	7.51	8.97
Large Cap	75.07	81.71
Mid Cap	10.21	7.07
Small Cap	7.21	2.26

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	0.54	8.03
Energy	3.82	9.48
Technology	10.92	8.45
Consumer Cyclical	17.59	10.99
Basic Materials	6.29	4.48
Consumer Defensive	4.95	6.24
Financial Services	27.9	31.99
Industrials	12.5	6.63
Utilities	0.91	2.04
Healthcare	7.85	5.14
Real Estate	2.98	-
Communication Services	3.75	6.53