Category: Equity: Large Cap |
Launch Date: 21-08-2009 |
Asset Class: Equity |
Benchmark: NIFTY 100 TRI |
Expense Ratio: 2.07% As on ( 30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,423.67 Cr As on ( 30-04-2025) |
Turn over: 86 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Invesco India Largecap Fund - Growth | 10.51 | 18.92 | 22.22 | 12.41 | 12.94 |
NIFTY 100 TRI | 8.5 | 16.66 | 22.43 | 12.94 | 17.14 |
Equity: Large Cap | 8.12 | 17.34 | 21.51 | 11.9 | 13.74 |
Mr. Amit Nigam, Mr. Hiten Jain
To generate capital appreciation by investing predominantly in Largecap companies. There is no assurance that the investment objective of the Scheme will be achieved
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco India Largecap Fund - Growth | 12.81 | 0.66 | 1.61 | 1.01 | - | - |
Equity: Large Cap | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Invesco India Largecap Fund - Growth | 21-08-2009 | 10.51 | 22.14 | 18.92 | 22.22 | 12.41 |
Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.6 | 0.0 | 0.0 | 0.0 | 0.0 |
DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 15.48 | 23.76 | 21.26 | 22.35 | 11.55 |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 11.75 | 19.51 | 17.68 | 21.35 | 13.45 |
Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 11.68 | 16.56 | 14.96 | 20.96 | 13.07 |
Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.6 | 18.37 | 15.54 | 21.23 | 10.74 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 11.26 | 21.35 | 0.0 | 0.0 | 0.0 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.13 | 19.72 | 18.11 | 23.04 | 12.26 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 10.61 | 23.26 | 20.63 | 24.82 | 13.99 |
BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 10.49 | 20.45 | 18.51 | 21.54 | 11.81 |