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

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

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

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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 -8.28% -3.39%
6 Month 14.41% 17.17%
1 Year 40.81% 36.08%
3 Year 18.13% 16.11%
5 Year 20.11% 21.42%

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 30.48% 24.53%
3 Year 30.28% 25.06%
5 Year 25.61% 24%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.29% 12.13%
3 Year 14.17% 13.44%
5 Year 14.63% 13.97%

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 0.92% 0.97%
Beta 0.97% 0.95%
Alpha 2.17% -0.01%

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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

Others 5.99 3.91
Mid Cap 39.25 36.23
Large Cap 47.15 48.46
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

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

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