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Sundaram Large Cap Fund Regular Plan vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1686 Cr | ₹3358 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.59% | 2.52% |
| 6 Month | 6.53% | 3.91% |
| 1 Year | 9.13% | 6.1% |
| 3 Year | 17.04% | 11.65% |
| 5 Year | 17.83% | 15.24% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.45% | 2.17% |
| 1 Year | 14.41% | 9.56% |
| 3 Year | 16.02% | 10.53% |
| 5 Year | 15.39% | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.99% | 11.89% |
| 3 Year | 13.23% | 14.39% |
| 5 Year | 13.38% | 16.3% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.45% | 11.22% |
| Sharp | 0.76% | 0.47% |
| Beta | 1.05% | 0.90% |
| Alpha | 1.47% | -2.26% |
Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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