Aditya Birla Sun Life Equity Advantage Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
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) | ₹6250 Cr | ₹5483 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 | 1.8 | 1.9 |
Manager | Aditya Khemani | Atul Penkar |
ISIN Code | INF205K01247 | INF209K01165 |
Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Month | 6.57% | 7.21% |
6 Month | -12.02% | -14.5% |
1 Year | 12.29% | 3.51% |
3 Year | 18.88% | 7.98% |
5 Year | 26.88% | 22.86% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | -5.71% | -4.96% |
1 Year | -5.14% | -10.93% |
3 Year | 22.28% | 11.66% |
5 Year | 20.89% | 12.72% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.52% | 15.78% |
3 Year | 14.27% | 14.79% |
5 Year | 14.77% | 15.2% |
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 | 0.75% | 0.06% |
Beta | 0.97% | 1% |
Alpha | 2.65% | -8.24% |
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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 |
Funds Managed | 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 | 2.24 | 2.77 |
Large Cap | 34.77 | 48.74 |
Mid Cap | 44.77 | 35.77 |
Small Cap | 18.22 | 12.72 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 0.27 | 1.58 |
Communication Services | 1.96 | 3.32 |
Consumer Cyclical | 23.77 | 22.59 |
Healthcare | 13.77 | 7.69 |
Real Estate | 6.66 | 1.97 |
Financial Services | 27.46 | 23.27 |
Basic Materials | 4.9 | 9.36 |
Industrials | 10.04 | 13.77 |
Consumer Defensive | 2.25 | 2.11 |
Technology | 8.91 | 6.94 |
Energy | - | 4.63 |
Utilities | - | 2.79 |
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