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

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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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)	₹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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	3.46%	1.05%
6 Month	-1.39%	-4.78%
1 Year	14.79%	3.5%
3 Year	21.53%	10.28%
5 Year	25.76%	21.13%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	1.69%	0.5%
1 Year	1.16%	-7.11%
3 Year	24.14%	12.49%
5 Year	21.66%	12.71%

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%

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	0.76%	0.15%
Beta	0.97%	1.03%
Alpha	2.95%	-7.22%

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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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	3.8	1.4
Large Cap	35.92	50.87
Mid Cap	42.59	35.94
Small Cap	17.69	11.36

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	2.01	1.4
Communication Services	1.79	-
Consumer Cyclical	23.58	-
Healthcare	14.39	-
Real Estate	6.51	-
Financial Services	27.11	-
Basic Materials	4.56	-
Industrials	10.18	-
Consumer Defensive	2.23	-
Technology	7.63	-
Petroleum Products	-	4.54
Electrical Equipment	-	1.57
IT - Software	-	6.51
Retailing	-	5.38
Construction	-	4.3
Finance	-	8.87
Pharmaceuticals & Biotechnology	-	3.5
Non - Ferrous Metals	-	1.76
Banks	-	14.02
Chemicals & Petrochemicals	-	1.22
Healthcare Services	-	2.09
Aerospace & Defense	-	2.53
Auto Components	-	6.78
Leisure Services	-	3.61
Consumer Durables	-	3.53
Power	-	1.78
Automobiles	-	2.27
Transport Services	-	2.85
Insurance	-	1.74
Industrial Products	-	3.72
Textiles & Apparels	-	3.03
Beverages	-	2.74
Diversified Metals	-	0.77
Realty	-	1.84
Telecom - Services	-	1.93
Ferrous Metals	-	2.01
Cement & Cement Products	-	2.58
Transport Infrastructure	-	0.7