Compare Mutual Funds

Insights from Fund Comparison

• Both Invesco India Largecap Fund (G) and PGIM India Large Cap Fund - Direct (IDCW) are Large Cap Fund, Equity schemes. Invesco India Largecap Fund (G) is 16 yrs 8 m old and manages ₹1,701.68 Crs, whereas PGIM India Large Cap Fund - Direct (IDCW) is 13 yrs 3 m old with ₹567.74 Crs.
• Invesco India Largecap Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Invesco India Largecap Fund (G) has its top 3 sectors in Banks (18.99%), Finance (13.93%), and IT - Software (9.02%), while PGIM India Large Cap Fund - Direct (IDCW) focuses on Banks (22.72%), Finance (8.87%), and Automobile (8.20%).
• The funds share exposure to Banks and Finance, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Invesco India Largecap Fund (G) holds ICICI Bank Limited (7.86%), HDFC Bank Limited (7.22%), ICICI Prudential Asset Management Company Limited (5.88%), Infosys Limited (4.68%), and Larsen & Toubro Limited (4.36%), whereas PGIM India Large Cap Fund - Direct (IDCW) holds HDFC Bank Ltd. (8.93%), ICICI Bank Ltd. (7.94%), Reliance Industries Ltd. (6.64%), Bharti Airtel Ltd. (4.72%), and Larsen & Toubro Ltd. (4.44%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Invesco India Largecap Fund (G) has 97.72% equity and 0.00% debt, while PGIM India Large Cap Fund - Direct (IDCW) has 96.94% equity and 0.09% debt.
• Risk profile is similar for both funds.