Invesco India Largecap Fund - Growth

(Erstwhile Invesco India Business Leaders Fund - Growth)

Category: Equity: Large Cap
Launch Date: 21-08-2009
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.61% As on (31-10-2021)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 428.69 Cr As on (31-10-2021)
Turn over: 68%
NAV as on 03-12-2021

44.6

-0.46 (-1.0314%)

CAGR Since Inception

12.93%

NIFTY 50 TRI 14.19%

PERFORMANCE of Invesco India Largecap Fund - Growth

Scheme Performance (%)

Data as on - 03-12-2021

Yearly Performance (%)

Fund Managers

Nitin Gosar,Amit Nigam

Investment Objective

The scheme will invest primarily in equity and equity related instruments including equity derivatives of companies which should be leaders on the respective industry.

RETURNS CALCULATOR for Invesco India Largecap Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Invesco India Largecap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Largecap Fund - Growth 13.03 0.81 -2.11 1.03 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Invesco India Largecap Fund - Growth

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Invesco India Largecap Fund - Growth 21-08-2009 38.68 22.9 17.96 16.28 14.81
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 40.08 18.79 14.55 15.57 15.86
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 39.5 19.64 16.86 14.77 13.82
Franklin India Bluechip Fund-Growth 01-12-1993 37.4 22.36 16.58 13.91 13.28
IDBI India Top 100 Equity Fund Growth 15-05-2012 36.91 23.21 19.42 15.33 0.0
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth 08-03-2019 36.84 20.17 0.0 0.0 0.0
UTI - Master Share-Growth Option 18-10-1986 35.87 24.36 18.78 16.87 14.63
Union Largecap Fund - Regular Plan - Growth Option 04-05-2017 35.15 21.73 17.65 0.0 0.0
ICICI Prudential Bluechip Fund - Growth 05-05-2008 34.98 21.26 16.92 16.01 15.3
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 34.53 20.83 16.09 14.77 15.57

PORTFOLIO ANALYSIS of Invesco India Largecap Fund - Growth

Asset Allocation (%)