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

Link copied to clipboard!

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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 Very High
Asset Size (Cr) ₹23485 Cr ₹6149 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 1.81
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 -4.35% -8.54%
6 Month -5.41% -0.29%
1 Year 11.52% 22.98%
3 Year 18.52% 18.28%
5 Year 21.44% 19.02%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month - -
1 Year 1.46% 13.88%
3 Year 21.77% 27.28%
5 Year 24.45% 24.06%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 14.01% 13.29%
3 Year 10.73% 14.17%
5 Year 11.31% 14.63%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 12.97% 12.64%
Sharp 1.37% 1%
Beta 0.96% 0.94%
Alpha 3.24% 3.88%

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 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 -

Top Comparisons

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.43%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.45%

Compare Now

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns9.99%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns13.8%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns28.08%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.55%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns8.25%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.19%

Compare Now
Request call back
Add to Cart Successfully