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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) | ₹1301 Cr | ₹3319 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 | 6.84% | 5.54% |
| 6 Month | 4.03% | 3.34% |
| 1 Year | 11.41% | 8.24% |
| 3 Year | 20.15% | 16.33% |
| 5 Year | 23.12% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.49% | 4.78% |
| 1 Year | 6.7% | 4.13% |
| 3 Year | 18.82% | 13.45% |
| 5 Year | 17.46% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.6% | 16.09% |
| 3 Year | 12.85% | 15.35% |
| 5 Year | 12.99% | - |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.412% |
| Sharp | 0.66% | 0.415% |
| Beta | 1.01% | 0.927% |
| Alpha | 1.61% | -1.547% |
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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 | 0.98 | 4.17 |
| Large Cap | 84.3 | 86.51 |
| Mid Cap | 8.66 | 7.49 |
| Small Cap | 6.06 | 1.84 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.98 | 4.17 |
| Petroleum Products | 6.4 | - |
| IT - Software | 9.75 | - |
| Finance | 7.37 | - |
| Consumer Durables | 4.75 | - |
| Non - Ferrous Metals | 0.41 | - |
| Banks | 24.07 | - |
| Automobiles | 6.38 | - |
| Aerospace & Defense | 2.22 | - |
| Auto Components | 3.97 | - |
| Ferrous Metals | 0.77 | - |
| Power | 2.37 | - |
| Electrical Equipment | 1.9 | - |
| Transport Services | 0.63 | - |
| Pharmaceuticals & Biotechnology | 3.85 | - |
| Agricultural Food & other Products | 2.88 | - |
| Beverages | 3.55 | - |
| Healthcare Equipment & Supplies | 1.06 | - |
| Food Products | 2.44 | - |
| Telecom - Services | 4.37 | - |
| Financial Technology (Fintech) | 0.54 | - |
| Healthcare Services | 1.25 | - |
| Industrial Products | 1.61 | - |
| Chemicals & Petrochemicals | 2.04 | - |
| Capital Markets | 0.45 | - |
| Retailing | 2.88 | - |
| Industrial Manufacturing | 1.11 | - |
| Energy | - | 5.73 |
| Technology | - | 10.54 |
| Consumer Cyclical | - | 10.65 |
| Industrials | - | 9.32 |
| Basic Materials | - | 4 |
| Financial Services | - | 34.16 |
| Healthcare | - | 7.65 |
| Consumer Defensive | - | 5.97 |
| Communication Services | - | 5.88 |
| Utilities | - | 1.92 |
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