Axis Growth Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹13522 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2007 | 22 Oct 2018 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 73% | 23% |
Expense Ratio | 1.8 | 1.7 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K01247 | INF846K01J79 |
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 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.16% | 3.79% |
6 Month | -10.71% | -12.7% |
1 Year | 13.33% | 4.79% |
3 Year | 19.45% | 12.34% |
5 Year | 27.24% | 25.94% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.71% | -5.76% |
1 Year | -5.14% | -8.74% |
3 Year | 22.28% | 16.01% |
5 Year | 20.89% | 17.38% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.52% | 20.92% |
3 Year | 14.27% | 20.13% |
5 Year | 14.77% | 21.6% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.64% | 15.057% |
Sharp | 0.75% | 0.476% |
Beta | 0.97% | 0.941% |
Alpha | 2.65% | 1.093% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 2.24 | 15.9 |
Large Cap | 34.77 | 42.68 |
Mid Cap | 44.77 | 35.43 |
Small Cap | 18.22 | 5.99 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 0.27 | 6.5 |
Communication Services | 1.96 | 5.12 |
Consumer Cyclical | 23.77 | 12.64 |
Healthcare | 13.77 | 9.95 |
Real Estate | 6.66 | 2.88 |
Financial Services | 27.46 | 22.37 |
Basic Materials | 4.9 | 5.34 |
Industrials | 10.04 | 11.46 |
Consumer Defensive | 2.25 | 3.13 |
Technology | 8.91 | 14.36 |
Energy | - | 1.88 |
Utilities | - | 4.36 |
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