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INVESCO INDIA LARGE & MID CAP FUND vs Motilal Oswal Large and Midcap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6250 Cr | ₹8447 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Aug 2007 | 17 Oct 2019 |
| 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% | 70% |
| Expense Ratio | 1.8 | 1.73 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01247 | INF247L01965 |
| 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 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 9.27% | 7.65% |
| 6 Month | -6.68% | -14.55% |
| 1 Year | 17.5% | 12.77% |
| 3 Year | 20.22% | 22.41% |
| 5 Year | 25.25% | 28.04% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -3.71% | -9.3% |
| 1 Year | -7.63% | -17.13% |
| 3 Year | 20.37% | 19.34% |
| 5 Year | 19.47% | 21.1% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.52% | 31.85% |
| 3 Year | 14.27% | 25.93% |
| 5 Year | 14.77% | 25.61% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 16.577% |
| Sharp | 0.76% | 0.899% |
| Beta | 0.97% | 0.963% |
| Alpha | 2.95% | 7.354% |
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Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.8 | 4.04 |
| Large Cap | 35.92 | 35.63 |
| Mid Cap | 42.59 | 39.29 |
| Small Cap | 17.69 | 21.04 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.01 | 2.08 |
| Communication Services | 1.79 | 6.04 |
| Consumer Cyclical | 23.58 | 26.27 |
| Healthcare | 14.39 | 1.96 |
| Real Estate | 6.51 | 5.68 |
| Financial Services | 27.11 | 14.33 |
| Basic Materials | 4.56 | 3.12 |
| Industrials | 10.18 | 29.6 |
| Consumer Defensive | 2.23 | - |
| Technology | 7.63 | 10.92 |
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