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 |
68.55
0.69 (1.0066%)
12.82%
Benchmark: 16.99%
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 | 0.97 | 18.2 | 16.55 | 19.09 | 12.3 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 12.68 | - | - | - | - |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 3.51 | 18.85 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 2.49 | 16.79 | 15.63 | 18.43 | 13.06 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 2.25 | 14.02 | 14.71 | 19.44 | 12.07 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 2.02 | 18.5 | 17.94 | 18.88 | 11.0 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 1.85 | 19.06 | 18.5 | 21.99 | 13.66 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 1.71 | 18.15 | 15.92 | 18.25 | 12.05 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 1.59 | 15.42 | 13.93 | 19.49 | 10.68 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 1.46 | 13.54 | 13.07 | 17.41 | 12.65 |
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%
