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 | -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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