Invesco India LargeCap Fund - Growth

(Erstwhile Invesco India Business Leaders Fund - Growth)
Fund House: Invesco Mutual Fund
Category: Equity: Large Cap
Launch Date: 21-08-2009
Asset Class: Equity
Benchmark: Nifty 100 TRI
TER: 2.21% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,847.38 Cr As on 30-06-2026(Source:AMFI)
Turn over: 0.59% | Exit Load: Nil

73.17

12.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
5 Years 3 Months
11 Years 11 Months
14 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate capital appreciation by investing predominantly in Largecap companies. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 15.72
Sharpe Ratio 0.56
Alpha 1.86
Beta 1.04
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 - Growth 21-08-2009 7.7 4.45 14.13 11.88 12.38
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 10.26 1.03 13.74 - -
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 9.33 3.3 14.39 11.34 10.11
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 8.06 1.64 13.2 10.28 -
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 6.77 - - - -
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 6.13 1.62 11.2 10.73 11.4
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 5.3 3.82 13.32 11.49 12.17
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 4.68 -1.81 11.4 11.25 10.79
HSBC Large Cap Fund - Regular Growth 10-12-2002 4.56 2.03 11.23 10.3 11.66
SBI Large Cap Fund-Regular Plan Growth 01-02-2006 4.12 3.6 10.21 10.56 11.49

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.62%

Others

0.25%

Large Cap

80.18%

Mid Cap

12.95%

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