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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 | 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 | 9.27% | 5.86% |
| 6 Month | -6.68% | -9.38% |
| 1 Year | 17.5% | 8.65% |
| 3 Year | 20.22% | 14.97% |
| 5 Year | 25.25% | 24.32% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.03% | -2.46% |
| 1 Year | 0.04% | -7.13% |
| 3 Year | 23.85% | 15.98% |
| 5 Year | 21.56% | 17.67% |
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 | 0.76% | 0.675% |
| Beta | 0.97% | 0.965% |
| Alpha | 2.95% | 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 |
| 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 | 3.8 | 2.57 |
| Large Cap | 35.92 | 46.81 |
| Mid Cap | 42.59 | 36.47 |
| Small Cap | 17.69 | 14.15 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 1.51 |
| Communication Services | 1.79 | 1.82 |
| Consumer Cyclical | 23.58 | 17.31 |
| Healthcare | 14.39 | 9.24 |
| Real Estate | 6.51 | 2.38 |
| Financial Services | 27.11 | 25.92 |
| Basic Materials | 4.56 | 7.14 |
| Industrials | 10.18 | 12.99 |
| Consumer Defensive | 2.23 | 2.29 |
| Technology | 7.63 | 14.48 |
| Energy | - | 3.08 |
| Utilities | - | 1.83 |
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