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: 2.05% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,558.24 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 86% | Exit Load: Nil |
67.87
-0.48 (-0.7072%)
12.74%
Benchmark: 16.96%
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
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 | 14.18 |
| Sharpe Ratio | 1.1 |
| Alpha | 2.13 |
| 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 - Growth | 21-08-2009 | 3.11 | 17.56 | 16.02 | 18.65 | 12.07 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 15.18 | - | - | - | - |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.62 | 18.42 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 5.08 | 16.38 | 15.29 | 18.07 | 12.89 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 4.38 | 13.51 | 14.36 | 18.97 | 11.9 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 4.38 | 18.02 | 17.52 | 18.4 | 10.79 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 4.33 | 18.76 | 18.22 | 21.6 | 13.55 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 4.08 | 17.6 | 15.54 | 17.88 | 11.86 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 3.94 | 18.22 | 19.67 | 24.57 | 13.45 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 3.93 | 13.07 | 12.75 | 16.96 | 12.48 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.98%
Others
1.31%
Large Cap
80.09%
Mid Cap
11.62%
