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: 2.07% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,749.06 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.59% | Exit Load: Nil

71.95

12.4%

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 2.03 3.52 13.78 12.75 12.86
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 5.29 1.8 14.3 - -
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 4.46 0.3 13.45 10.82 -
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 1.38 2.53 12.85 11.89 12.57
SBI Large Cap Fund-Regular Plan Growth 01-02-2006 1.15 3.28 10.28 11.32 12.05
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 0.97 1.09 11.29 11.21 11.81
HSBC Large Cap Fund - Regular Growth 10-12-2002 0.81 1.36 10.94 10.44 12.09
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 0.28 0.85 12.51 10.7 10.0
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 0.15 - - - -
Groww Large Cap Fund Regular Plan Growth Option 10-02-2012 -0.12 -0.36 10.71 10.37 10.94

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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