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)	₹1488 Cr	₹3396 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	3.66%	3.37%
6 Month	3.14%	2.91%
1 Year	5.14%	2.87%
3 Year	21.52%	17.03%
5 Year	21.04%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	10.85%	7.4%
1 Year	14.19%	8.97%
3 Year	19.37%	13.38%
5 Year	17.72%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	11.31%	13.84%
3 Year	12.87%	14.84%
5 Year	13.11%	-

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.81%	12.61%
Sharp	0.84%	0.62%
Beta	1.01%	0.90%
Alpha	1.93%	-1.29%

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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	1.66	8.83
Large Cap	81.44	83.47
Mid Cap	8.43	5.04
Small Cap	8.47	2.66

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	1.66	7.84
Petroleum Products	6.43	-
IT - Software	9.12	-
Consumer Durables	4.24	-
Non - Ferrous Metals	1.16	-
Banks	21.93	-
Automobiles	6.61	-
Aerospace & Defense	2.29	-
Auto Components	3.82	-
Ferrous Metals	0.71	-
Power	2.34	-
Electrical Equipment	2.64	-
Finance	7.24	-
Transport Services	1.91	-
Pharmaceuticals & Biotechnology	4.15	-
Agricultural Food & other Products	2.08	-
Beverages	2.59	-
Healthcare Equipment & Supplies	1.42	-
Food Products	2.12	-
Realty	1.04	-
Telecom - Services	4	-
Financial Technology (Fintech)	1.03	-
Healthcare Services	1.16	-
Industrial Products	1.34	-
Chemicals & Petrochemicals	1.77	-
Capital Markets	1.36	-
Retailing	2.97	-
Industrial Manufacturing	0.87	-
Energy	-	7.37
Technology	-	9.05
Consumer Cyclical	-	9.39
Industrials	-	7.05
Basic Materials	-	3.97
Financial Services	-	33.92
Healthcare	-	7.03
Consumer Defensive	-	6.11
Communication Services	-	6.33
Utilities	-	1.93