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 | 7.5% | 6.6% |
6 Month | -12.16% | -12.33% |
1 Year | 14.71% | 9.1% |
3 Year | 20.24% | 15.06% |
5 Year | 26.25% | 26.01% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.71% | -6.68% |
1 Year | -5.14% | -9.41% |
3 Year | 22.28% | 15.87% |
5 Year | 20.89% | 17.98% |
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 | 0.75% | 0.675% |
Beta | 0.97% | 0.965% |
Alpha | 2.65% | 1.947% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.24 | 2.57 |
Large Cap | 34.77 | 46.81 |
Mid Cap | 44.77 | 36.47 |
Small Cap | 18.22 | 14.15 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.27 | 1.51 |
Communication Services | 1.96 | 1.82 |
Consumer Cyclical | 23.77 | 17.31 |
Healthcare | 13.77 | 9.24 |
Real Estate | 6.66 | 2.38 |
Financial Services | 27.46 | 25.92 |
Basic Materials | 4.9 | 7.14 |
Industrials | 10.04 | 12.99 |
Consumer Defensive | 2.25 | 2.29 |
Technology | 8.91 | 14.48 |
Energy | - | 3.08 |
Utilities | - | 1.83 |
Top Comparisons
Franklin India Flexi Cap Fund - Growth
3Y Returns17.71%
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns13.62%
Kotak Medium Term Fund - Growth
3Y Returns6.44%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns6.77%
Kotak Bond Fund (G)
3Y Returns6.34%
Kotak Bond Fund - Regular Plan Growth
3Y Returns6.34%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.48%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns6.95%