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INVESCO INDIA LARGE & MID CAP FUND vs Motilal Oswal Large and Midcap Fund compare

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

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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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 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 -3.35% -5.01%
6 Month -13.22% -16.53%
1 Year 9.32% 9.06%
3 Year 18.86% 21.72%
5 Year 19.96% 21.92%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month -10.92% -15.52%
1 Year -15.03% -21.44%
3 Year 17.92% 18.39%
5 Year 18.46% 20.99%

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 0.75% 0.899%
Beta 0.97% 0.963%
Alpha 2.65% 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
Fund Manage 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 2.23685 4.04453
Large Cap 34.76921 35.62621
Mid Cap 44.77483 39.29277
Small Cap 18.21915 21.0365

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 0.2744 2.08029
Communication Services 1.96245 6.04108
Consumer Cyclical 23.77115 26.26815
Healthcare 13.76743 1.96424
Real Estate 6.65906 5.68074
Financial Services 27.4632 14.32655
Basic Materials 4.90047 3.12144
Industrials 10.04029 29.59577
Consumer Defensive 2.2528 -
Technology 8.90879 10.92175

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