INVESCO INDIA LARGE & MID CAP FUND vs Sundaram Large and Midcap Fund Regular Plan compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5842 Cr | ₹6862 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2007 | 10 Feb 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% | 25% |
| Expense Ratio | 1.82 | 1.8 |
| Manager | Aditya Khemani | Ashish Aggarwal |
| ISIN Code | INF205K01247 | INF903J01DT1 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.58% | 1.74% |
| 6 Month | 26.03% | 20.95% |
| 1 Year | 54.92% | 45.53% |
| 3 Year | 22.15% | 21.07% |
| 5 Year | 23.83% | 24.83% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.32% | 16.68% |
| 3 Year | 49.74% | 36.77% |
| 5 Year | 83.53% | 71.73% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.29% | 21.86% |
| 3 Year | 61.3% | 54.63% |
| 5 Year | 93.66% | 79.56% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.94% |
| Sharp | 1.12% | 0.93% |
| Beta | 0.94% | 0.94% |
| Alpha | 0.22% | -2.61% |
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| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Ashish Aggarwal |
| Total AUM | ₹12070 Cr | ₹9635 Cr |
| Fund Manage | 3 | 7 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 47.15 | 52.7 |
| Mid Cap | 39.25 | 36.68 |
| Others | 5.99 | 5.32 |
| Small Cap | 7.61 | 5.29 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Financial | 22.74 | 22.85 |
| Construction | 6.83 | 5.06 |
| Services | 12.88 | 9.45 |
| Energy | 2.97 | 7.42 |
| Healthcare | 10.05 | 8.7 |
| Technology | 4.06 | 5.45 |
| Capital Goods | 10.53 | 11.07 |
| Materials | 5.58 | 4.59 |
| Consumer Discretionary | 5.66 | 2.07 |
| Communication | 3.12 | 2.87 |
| Automobile | 5.83 | 8.53 |
| Consumer Staples | 1.91 | 5.6 |
| Insurance | 2.81 | - |
| Metals & Mining | 3.55 | 2.59 |
| Others | 1.48 | 2.18 |
| Chemicals | - | 0.95 |
| Textiles | - | 0.61 |
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