Invesco India Largecap Fund - Growth

(Erstwhile Invesco India Business Leaders Fund - Growth)

Category: Equity: Large Cap
Launch Date: 21-08-2009
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.72% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 237.97 Cr As on (30-09-2020)
Turn over: 70.00
NAV as on 16-10-2020

29.82

0.21 (0.7042%)

CAGR Since Inception

10.28%

NIFTY 50 TRI 12.89%

PERFORMANCE of Invesco India Largecap Fund - Growth

Scheme Performance (%) Data as on - 16-10-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Largecap Fund - Growth 5.63 4.43 7.36 8.38 10.28
NIFTY 50 TRI 3.68 6.06 8.73 8.16 12.89
Equity: Large Cap 1.76 3.31 6.85 8.07 11.62

Yearly Performance (%)

Nav Movement

Fund Managers

Amit Nigam

Investment Objective

The scheme will invest primarily in equity and equity related instruments including equity derivatives of companies which should be leaders on the respective industry.

RETURNS CALCULATOR for Invesco India Largecap Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of Invesco India Largecap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Largecap Fund - Growth 13.03 0.81 -2.11 1.03 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Invesco India Largecap Fund - Growth

Period
Data as on - 16-10-2020
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 5.63 5.92 4.43 7.36 8.38
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 10.25 11.85 8.62 10.07 10.43
IDFC Large Cap Fund-Regular Plan-Growth 09-06-2006 7.73 7.05 4.23 8.27 7.31
JM Large Cap Fund-Growth 01-04-1995 7.72 5.51 3.99 5.61 5.86
Kotak Bluechip Fund - Growth 29-12-1998 6.58 8.42 5.25 7.44 8.6
UTI - Master Share-Growth Option 18-10-1986 6.31 6.5 5.13 7.37 8.42
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.85 6.66 4.82 9.98 11.86
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 4.06 6.45 5.19 8.04 9.4
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 4.05 6.44 5.19 8.04 9.22
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 4.02 6.44 5.18 8.03 9.38

PORTFOLIO ANALYSIS of Invesco India Largecap Fund - Growth

Asset Allocation (%)