Invesco India Largecap Fund - Direct Plan - Growth
(Erstwhile Invesco India Business Leaders Fund - Direct Plan - Growth)
Fund House: Invesco Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 0.75% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,329.88 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 86% | Exit Load: NIL With Effect from 18/05/2020. Please Note that prevailing exit load structure at the time of investment will be applicable for redemption/switch-out. |
79.07
-0.29 (-0.3668%)
15.7%
Benchmark: 17.11%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
8 Years 1 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.95 |
| Sharpe Ratio | 0.5 |
| Alpha | 2.01 |
| Beta | 1.01 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Invesco India Largecap Fund - Direct Plan - Growth | 01-01-2013 | 11.73 | 26.15 | 17.15 | 24.31 | 14.13 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.63 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 17.16 | 26.14 | 19.3 | 23.15 | 11.66 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.18 | 23.91 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.05 | 21.6 | 15.08 | 21.64 | 13.48 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 10.85 | 20.56 | 14.65 | 23.09 | 12.56 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 10.83 | 21.51 | 15.04 | 23.49 | 12.27 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 10.81 | 19.76 | 13.39 | 22.22 | 10.94 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 10.22 | 24.41 | 15.49 | 22.59 | 12.4 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.19 | 17.77 | 11.97 | 20.96 | 13.07 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.06%
Others
0.98%
Large Cap
84.3%
Mid Cap
8.66%
