Edelweiss Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5842 Cr ₹3392 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Aug 2007 14 Jun 2007
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% 30%
Expense Ratio 1.82 1.89
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01247 INF843K01047
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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 7.99% 2.71%
6 Month 24.99% 21.86%
1 Year 53.13% 43.75%
3 Year 21.64% 20.91%
5 Year 23.43% 24.04%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.32% 16.92%
3 Year 49.74% 39.53%
5 Year 83.53% 78.04%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 23.29% 23.97%
3 Year 61.3% 60.1%
5 Year 93.66% 88.57%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.64% 12.38%
Sharp 1.12% 1.03%
Beta 0.94% 0.94%
Alpha 0.22% -1.47%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Aditya Khemani Trideep Bhattacharya
Total AUM ₹12070 Cr ₹0 Cr
Fund Manage 3 9
INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Large Cap 47.15 48.46
Mid Cap 39.25 36.23
Others 5.99 3.91
Small Cap 7.61 11.4

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Financial 22.74 24.14
Construction 6.83 5.55
Services 12.88 5.85
Energy 2.97 3.71
Healthcare 10.05 6.04
Technology 4.06 8.79
Capital Goods 10.53 12.21
Materials 5.58 7.47
Consumer Discretionary 5.66 3.65
Communication 3.12 1.83
Automobile 5.83 8.7
Consumer Staples 1.91 2.37
Insurance 2.81 0.86
Metals & Mining 3.55 5.37
Others 1.48 2.03
Chemicals - 1.43

Top Comparisons

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns15.7%

VS

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.61%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns16.1%

VS

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns16%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.6%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

Compare Now
Request call back
Add to Cart Successfully