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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) | ₹1555 Cr | ₹3302 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 | 3.41% | 0.7% |
| 6 Month | 17.38% | 10.54% |
| 1 Year | -0.66% | -4.15% |
| 3 Year | 16.21% | 11.43% |
| 5 Year | 18.93% | - |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.88% | 1.87% |
| 1 Year | 13.33% | 5.71% |
| 3 Year | 17.18% | 10.52% |
| 5 Year | 16.1% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.13% | 13.13% |
| 3 Year | 13% | 15.06% |
| 5 Year | 13.19% | - |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.64% |
| Sharp | 0.71% | 0.43% |
| Beta | 1.03% | 0.91% |
| Alpha | 2.19% | -1.27% |
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 | 7.29 | 6.74 |
| Large Cap | 77.74 | 81.95 |
| Mid Cap | 8.4 | 9.13 |
| Small Cap | 6.57 | 2.17 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.54 | 5.78 |
| Energy | 5.98 | 9.25 |
| Technology | 11.09 | 8.56 |
| Consumer Cyclical | 17.32 | 9.83 |
| Basic Materials | 4.17 | 4.33 |
| Consumer Defensive | 4.16 | 6.1 |
| Financial Services | 30.68 | 34.1 |
| Industrials | 10.1 | 6.47 |
| Utilities | 1.49 | 1.94 |
| Healthcare | 6.62 | 7.15 |
| Real Estate | 2.85 | - |
| Communication Services | 4.01 | 6.48 |
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