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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) | ₹1718 Cr | ₹3364 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 | -3.51% | -2.35% |
| 6 Month | -1.99% | -0.8% |
| 1 Year | 7.55% | 6.12% |
| 3 Year | 16.57% | 11.35% |
| 5 Year | 14.33% | 11.86% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.77% | 0.55% |
| 1 Year | 7.56% | 6.55% |
| 3 Year | 12.61% | 8.89% |
| 5 Year | 13.58% | 10.45% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.75% | 10.76% |
| 3 Year | 13.35% | 14.09% |
| 5 Year | 13.48% | 14.99% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.94% |
| Sharp | 0.85% | 0.6% |
| Beta | 1.05% | 0.88% |
| Alpha | 1.84% | -1.42% |
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 | 15.25 | 3.64 |
| Large Cap | 68.74 | 83.93 |
| Mid Cap | 8.79 | 9.93 |
| Small Cap | 7.23 | 2.49 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.57 | 2.71 |
| Technology | 10.58 | 9.13 |
| Industrials | 16.65 | 6.68 |
| Consumer Cyclical | 15.48 | 13.22 |
| Basic Materials | 5.09 | 4.12 |
| Healthcare | 9.3 | 6.37 |
| Consumer Defensive | 1 | 7.08 |
| Financial Services | 35.49 | 31.81 |
| Utilities | 0.55 | 1.93 |
| Real Estate | 1.34 | - |
| Communication Services | 3.93 | 7.05 |
| Energy | - | 9.89 |
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