Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹6250 Cr ₹3610 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 1.8 1.87
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01247 INF843K01047
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 Edelweiss Large and Mid Cap 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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.85% 6.6%
6 Month -11.27% -12.33%
1 Year 14.71% 9.1%
3 Year 19.52% 15.06%
5 Year 26.34% 26.01%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month -5.71% -6.68%
1 Year -5.14% -9.41%
3 Year 22.28% 15.87%
5 Year 20.89% 17.98%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.52% 12.44%
3 Year 14.27% 13.57%
5 Year 14.77% 14.04%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.64% 14.02%
Sharp 0.75% 0.675%
Beta 0.97% 0.965%
Alpha 2.65% 1.947%

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
Funds Managed 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

Others 2.24 2.57
Large Cap 34.77 46.81
Mid Cap 44.77 36.47
Small Cap 18.22 14.15

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

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

Others 0.27 1.51
Communication Services 1.96 1.82
Consumer Cyclical 23.77 17.31
Healthcare 13.77 9.24
Real Estate 6.66 2.38
Financial Services 27.46 25.92
Basic Materials 4.9 7.14
Industrials 10.04 12.99
Consumer Defensive 2.25 2.29
Technology 8.91 14.48
Energy - 3.08
Utilities - 1.83

Top Comparisons

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns20.11%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns15.39%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.59%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns14.3%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.47%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns10.35%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

Compare Now
Add to Cart Successfully