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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) | ₹1723 Cr | ₹3394 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 | -0.89% | 0.38% |
| 6 Month | 3.39% | 3.1% |
| 1 Year | 1.57% | 1.91% |
| 3 Year | 16.4% | 11.26% |
| 5 Year | 16.55% | 14.02% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.47% | 2.4% |
| 1 Year | 13.5% | 11.14% |
| 3 Year | 14.86% | 10.37% |
| 5 Year | 14.69% | 11.26% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.44% | 11.12% |
| Sharp | 0.74% | 0.42% |
| Beta | 1.06% | 0.90% |
| Alpha | 1.73% | -2.21% |
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 | 8.24 | 3.96 |
| Large Cap | 75.19 | 84.77 |
| Mid Cap | 9.23 | 9.1 |
| Small Cap | 7.35 | 2.17 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.1 | 2.99 |
| Energy | 1.31 | 9.45 |
| Technology | 10.17 | 8.55 |
| Industrials | 15.82 | 6.78 |
| Consumer Cyclical | 16.22 | 14.79 |
| Basic Materials | 6.41 | 4.37 |
| Consumer Defensive | 5.3 | 7.34 |
| Financial Services | 27.55 | 31.64 |
| Utilities | 0.73 | 1.97 |
| Healthcare | 8.34 | 5.17 |
| Real Estate | 3.14 | - |
| Communication Services | 3.9 | 6.94 |
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