INVESCO INDIA LARGE & MID CAP FUND vs Edelweiss Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
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 | -4.37% | -4.69% |
6 Month | -7.74% | -10.64% |
1 Year | 13.54% | 6.62% |
3 Year | 18.75% | 14.89% |
5 Year | 17.5% | 17.34% |
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 | -3.58% | -8.32% |
3 Year | 21.29% | 15.13% |
5 Year | 20.76% | 18.17% |
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 | 0.78% | 0.675% |
Beta | 0.98% | 0.965% |
Alpha | 1.91% | 1.947% |
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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 | 0.31 | 3.91 |
Large Cap | 37.45 | 48.46 |
Mid Cap | 49.15 | 36.23 |
Small Cap | 13.09 | 11.4 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.31 | 2.03 |
Telecom - Services | 2.01 | - |
Industrial Products | 6.68 | - |
Healthcare Services | 5.49 | - |
Retailing | 8.27 | - |
Realty | 7.55 | - |
Insurance | 4.26 | 0.86 |
Banks | 13.94 | - |
Consumer Durables | 6.82 | - |
Leisure Services | 3.27 | - |
Cement & Cement Products | 3.79 | - |
Electrical Equipment | 1.91 | - |
Capital Markets | 4.26 | - |
Finance | 5.84 | - |
Automobiles | 4.18 | - |
Agricultural Food & other Products | 1.41 | - |
Ferrous Metals | 1.1 | - |
IT - Software | 6.66 | - |
Auto Components | 2.7 | - |
Pharmaceuticals & Biotechnology | 5.46 | - |
Transport Services | 2.64 | - |
Industrial Manufacturing | 1.45 | - |
Energy | - | 3.71 |
Materials | - | 7.47 |
Technology | - | 8.79 |
Construction | - | 5.55 |
Financial | - | 24.14 |
Healthcare | - | 6.04 |
Metals & Mining | - | 5.37 |
Capital Goods | - | 12.21 |
Chemicals | - | 1.43 |
Automobile | - | 8.7 |
Services | - | 5.85 |
Consumer Staples | - | 2.37 |
Consumer Discretionary | - | 3.65 |
Communication | - | 1.83 |
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