HDFC Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
HDFC Large and Mid Cap Fund - Growth Option
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹23140 Cr | ₹6250 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 09 Aug 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 | 9.01% | 73% |
Expense Ratio | 1.66 | 1.8 |
Manager | Dhruv Muchhal | Aditya Khemani |
ISIN Code | INF179KA1RT1 | INF205K01247 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | -4.15% | -4.37% |
6 Month | -11.98% | -7.74% |
1 Year | 4.25% | 13.54% |
3 Year | 18.32% | 18.73% |
5 Year | 20.77% | 17.5% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.96% | -6.1% |
3 Year | 16.52% | 20.29% |
5 Year | 21.19% | 19.92% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 14.17% | 13.52% |
3 Year | 10.86% | 14.27% |
5 Year | 11.39% | 14.77% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.351% | 12.64% |
Sharp | 0.85% | 0.78% |
Beta | 1.009% | 0.98% |
Alpha | 4.332% | 1.91% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Dhruv Muchhal | Aditya Khemani |
Total AUM | ₹520687 Cr | ₹12070 Cr |
Fund Manage | 40 | 3 |
HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 1.31 | 0.31 |
Large Cap | 49.45 | 37.45 |
Small Cap | 12.2 | 13.09 |
Mid Cap | 37.04 | 49.15 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 1.31 | 0.31 |
Telecom - Services | 2.22 | 2.01 |
Petroleum Products | 2.61 | - |
IT - Software | 8.83 | 6.66 |
Auto Components | 4.16 | 2.7 |
Construction | 1.62 | - |
Pharmaceuticals & Biotechnology | 9.22 | 5.46 |
IT - Services | 0.07 | - |
Industrial Manufacturing | 0.9 | 1.45 |
Cement & Cement Products | 1.18 | 3.79 |
Finance | 8.81 | 5.84 |
Healthcare Services | 3.08 | 5.49 |
Banks | 18.76 | 13.94 |
Retailing | 2.21 | 8.27 |
Diversified FMCG | 1.06 | - |
Non - Ferrous Metals | 0.72 | - |
Realty | 1.73 | 7.55 |
Agricultural, Commercial & Construction Vehicles | 1.58 | - |
Chemicals & Petrochemicals | 1.98 | - |
Leisure Services | 1.76 | 3.27 |
Automobiles | 3.3 | 4.18 |
Aerospace & Defense | 2.31 | - |
Electrical Equipment | 0.53 | 1.91 |
Ferrous Metals | 1.1 | 1.1 |
Fertilizers & Agrochemicals | 1.03 | - |
Telecom - Equipment & Accessories | 0.17 | - |
Consumer Durables | 2.53 | 6.82 |
Insurance | 3.09 | 4.26 |
Personal Products | 0.49 | - |
Transport Services | 1.5 | 2.64 |
Industrial Products | 1.45 | 6.68 |
Gas | 1.35 | - |
Beverages | 0.55 | - |
Entertainment | 0.64 | - |
Agricultural Food & other Products | 0.52 | 1.41 |
Oil | 0.69 | - |
Capital Markets | 0.99 | 4.26 |
Financial Technology (Fintech) | 0.6 | - |
Power | 2.68 | - |
Commercial Services & Supplies | 0.39 | - |
Textiles & Apparels | 0.23 | - |
Transport Infrastructure | 0.05 | - |
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