Invesco India Largecap Fund - Direct Plan Growth

Equity | Large Cap

(NAV as of 17/05/2024)

72.63 (0.57)

3Y Returns

19.75%

Min SIP

₹100

Min Lumpsum

₹1000

Expense Ratio

0.8%

Fund Size

₹909 Cr

Inception Date

01-Jan-13

Fund Manager

Amit Nigam

Exit Load

Nil.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 100 TRI benchmark but its beta is more than Large Cap category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more SIP returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 100 TRI benchmark and its alpha is more than Large Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the Nifty 100 TRI benchmark and among the mid quartile in Large Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

98.30%

Debt & Others

1.70%

Market Cap Allocation

Large Cap

81.09%

Mid Cap

8.37%

Small Cap

8.84%

Other Cap

1.70%

Sector Allocation

Banks

23.85%

Internet and Technology

10.46%

Automobiles

7.97%

Finance

5.92%

Petroleum Products

5.75%

Top Ten Holdings

ICICI Bank Ltd

9.10%

Infosys Ltd

5.38%

HDFC Bank Ltd

4.96%

Reliance Industries Ltd

4.63%

Tata Motors Ltd

3.46%

Investment Objective

To Generate Capital Appreciation By Investing Predominantly In Largecap Companies.

Fund House Detail

AMC Name

Invesco Asset Management Company Pvt Ltd.

Scheme Document

https://invescomutualfund.com/literature-and-form?tab=Scheme

Address

2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013

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Motilal Oswal Large Cap Fund - Direct - Growth

Baroda Bnp Paribas Large Cap Fund Direct Growth

41.06%

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