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: 2.04% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,553.69 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 86% | Exit Load: Nil |
70.01
0 (0.0%)
12.81%
Benchmark: -0.04%
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 | 13.47 |
| Sharpe Ratio | 0.82 |
| Alpha | 2.0 |
| Beta | 1.03 |
| 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 | 0.72 | 18.67 | 17.48 | 18.44 | 12.93 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 7.66 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 2.88 | 17.9 | 19.52 | 24.55 | 14.6 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 2.05 | 18.78 | - | - | - |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 1.85 | 18.48 | 18.54 | 21.22 | 14.49 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 1.68 | 15.95 | 14.91 | 19.11 | 11.24 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 1.19 | 13.54 | 13.27 | 16.26 | 13.3 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 0.88 | 16.28 | 15.55 | 17.23 | 13.77 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 0.82 | 18.7 | 18.15 | 17.87 | 11.88 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 0.63 | 16.07 | 15.69 | 17.86 | 12.76 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.11%
Others
1.31%
Large Cap
81.45%
Mid Cap
10.13%
