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 Risk | Very High Risk |
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 | -4.37% | -3.69% |
6 Month | -7.74% | -9.33% |
1 Year | 13.54% | 9.92% |
3 Year | 18.73% | 14.39% |
5 Year | 17.5% | 18.34% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.58% | -6.15% |
3 Year | 21.29% | 15.93% |
5 Year | 20.76% | 18.16% |
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% | 14.704% |
Sharp | 0.78% | 0.541% |
Beta | 0.98% | 0.946% |
Alpha | 1.91% | 0.581% |
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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 |
Fund Manage | 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 | 0.31 | 16.61 |
Large Cap | 37.45 | 41.59 |
Mid Cap | 49.15 | 35.17 |
Small Cap | 13.09 | 6.65 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 0.31 | 16.61 |
Telecom - Services | 2.01 | 2.15 |
Industrial Products | 6.68 | 2.81 |
Healthcare Services | 5.49 | 1.92 |
Retailing | 8.27 | 2.74 |
Realty | 7.55 | 3.12 |
Insurance | 4.26 | 1.89 |
Banks | 13.94 | 9.9 |
Consumer Durables | 6.82 | 2.08 |
Leisure Services | 3.27 | 1.73 |
Cement & Cement Products | 3.79 | 0.37 |
Electrical Equipment | 1.91 | 5.84 |
Capital Markets | 4.26 | 1.82 |
Finance | 5.84 | 4.73 |
Automobiles | 4.18 | 2.98 |
Agricultural Food & other Products | 1.41 | - |
Ferrous Metals | 1.1 | - |
IT - Software | 6.66 | 6.43 |
Auto Components | 2.7 | 4.69 |
Pharmaceuticals & Biotechnology | 5.46 | 5.72 |
Transport Services | 2.64 | 1.17 |
Industrial Manufacturing | 1.45 | 0.27 |
Petroleum Products | - | 1.95 |
IT - Services | - | 0.54 |
Construction | - | 1.65 |
Diversified FMCG | - | 1.77 |
Non - Ferrous Metals | - | 0.22 |
Aerospace & Defense | - | 1.86 |
Personal Products | - | 0.88 |
Beverages | - | 0.88 |
Chemicals & Petrochemicals | - | 2.41 |
Power | - | 6.48 |
Fertilizers & Agrochemicals | - | 1.81 |
Financial Technology (Fintech) | - | 0.58 |
Food Products | - | 0.02 |
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