Aditya Birla Sun Life Equity Advantage Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5842 Cr ₹6094 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 24 Feb 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI BSE 250 Large MidCap Index
Turn Over 73% 62%
Expense Ratio 1.82 1.89
Manager Aditya Khemani Atul Penkar
ISIN Code INF205K01247 INF209K01165
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month -6.1% -7.75%
6 Month 11.97% 3.42%
1 Year 39.42% 21.06%
3 Year 19.2% 6.68%
5 Year 20.07% 15.17%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 30.48% 14.74%
3 Year 30.28% 17.63%
5 Year 25.61% 17.53%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 13.29% 15.76%
3 Year 14.17% 14.97%
5 Year 14.63% 15.17%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 12.64% 13.91%
Sharp 0.92% 0.22%
Beta 0.97% 1.01%
Alpha 2.17% -8.15%

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Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name Aditya Khemani Atul Penkar
Total AUM ₹12070 Cr ₹21393 Cr
Fund Manage 3 3
INVESCO INDIA LARGE & MID CAP FUND - Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 5.99 0.93
Mid Cap 39.25 36.23
Large Cap 47.15 51.01
Small Cap 7.61 11.87

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 1.48 0.93
Communication 3.12 2.14
Materials 5.58 3.24
Construction 6.83 4.45
Healthcare 10.05 3.71
Insurance 2.81 0.8
Services 12.88 15.82
Financial 22.74 22
Capital Goods 10.53 9.01
Consumer Staples 1.91 1.39
Metals & Mining 3.55 3.64
Technology 4.06 5.78
Consumer Discretionary 5.66 4.28
Automobile 5.83 9.56
Energy 2.97 9.55
Chemicals - 1.33
Textiles - 2.41

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