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
| 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) | ₹5842 Cr | ₹4934 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Aug 2007 | 01 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 | 1.82 | 1.84 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01247 | INF247L01965 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | -3.59% | -4.96% |
| 6 Month | 13.46% | 16.74% |
| 1 Year | 41.04% | 46.84% |
| 3 Year | 19.66% | 23.58% |
| 5 Year | 20.47% | 25.12% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.48% | 38.09% |
| 3 Year | 30.28% | 35.92% |
| 5 Year | 25.61% | - |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.29% | 29.62% |
| 3 Year | 14.17% | 25.95% |
| 5 Year | 14.63% | 25.77% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 13.45% |
| Sharp | 0.92% | 1.28% |
| Beta | 0.97% | 0.92% |
| Alpha | 2.17% | 2.85% |
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| 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 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 5.99 | 5.38 |
| Mid Cap | 39.25 | 35.54 |
| Large Cap | 47.15 | 35.19 |
| Small Cap | 7.61 | 23.88 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.48 | 1.5 |
| Communication | 3.12 | 3.31 |
| Materials | 5.58 | - |
| Construction | 6.83 | 9.44 |
| Healthcare | 10.05 | 8.96 |
| Insurance | 2.81 | - |
| Services | 12.88 | 21.51 |
| Financial | 22.74 | 15.47 |
| Capital Goods | 10.53 | 21.39 |
| Consumer Staples | 1.91 | - |
| Metals & Mining | 3.55 | 1.86 |
| Technology | 4.06 | 2.34 |
| Consumer Discretionary | 5.66 | 7.77 |
| Automobile | 5.83 | 2.04 |
| Energy | 2.97 | - |
| Chemicals | - | 2.09 |
| Diversified | - | 2.31 |
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