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)	₹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

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	0.53%	1.91%
6 Month	4.67%	4.42%
1 Year	2.46%	2.22%
3 Year	16.36%	11.18%
5 Year	17.12%	14.59%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	2.85%	3.4%
1 Year	15.42%	12.44%
3 Year	15.65%	10.91%
5 Year	15.17%	11.64%

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	10.91%	11.52%
3 Year	13.25%	14.26%
5 Year	13.4%	15.95%

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	1.04%	0.90%
Alpha	2.09%	-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
Others	1.11	3.96
Large Cap	81.33	84.77
Mid Cap	9.81	9.1
Small Cap	7.75	2.17

Scheme Name	Invesco India Largecap Fund - Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	1.11	2.99
IT - Software	9.36	-
Construction	3.3	-
Retailing	4.48	-
Consumer Durables	5.94	-
Petroleum Products	1.31	-
Diversified FMCG	2.63	-
Non - Ferrous Metals	0.91	-
Banks	17.44	-
Automobiles	7.18	-
Aerospace & Defense	2	-
Electrical Equipment	3.37	-
Auto Components	3.25	-
Ferrous Metals	2.6	-
Power	0.73	-
Finance	6.81	-
Transport Services	3.45	-
Pharmaceuticals & Biotechnology	3.66	-
Healthcare Equipment & Supplies	1.95	-
Food Products	2.67	-
Realty	3.14	-
Telecom - Services	3.9	-
Financial Technology (Fintech)	0.81	-
Healthcare Services	2.74	-
Industrial Products	1.12	-
Chemicals & Petrochemicals	1.26	-
Capital Markets	2.48	-
Industrial Manufacturing	0.4	-
Energy	-	9.45
Technology	-	8.55
Consumer Cyclical	-	14.79
Industrials	-	6.78
Financial Services	-	31.64
Healthcare	-	5.17
Consumer Defensive	-	7.34
Communication Services	-	6.94
Basic Materials	-	4.37
Utilities	-	1.97