INVESCO INDIA LARGE & MID CAP FUND vs Sundaram Large and Midcap Fund Regular Plan compare

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

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tortoise-icon Sundaram 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 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) ₹6149 Cr ₹6871 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Aug 2007 27 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 1.81 1.79
Manager Aditya Khemani Ashish Aggarwal
ISIN Code INF205K01247 INF903J01DT1
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 Sundaram Large and Mid Cap Fund - 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 Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 7.42% 3.06%
6 Month 10.76% 3.75%
1 Year 39.2% 21.53%
3 Year 22.94% 15.56%
5 Year 21.63% 18.23%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 34.27% 16.61%
3 Year 33.26% 22.06%
5 Year 27.47% 21.9%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 13.29% 11.17%
3 Year 14.17% 14.16%
5 Year 14.63% 12.32%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.64% 12.94%
Sharp 1.06% 0.93%
Beta 0.95% 0.94%
Alpha 3.44% -2.61%

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Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 0.31 5.24
Large Cap 37.45 48.56
Mid Cap 49.15 36.97
Small Cap 13.09 9.27

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 0.31 5.24
Telecom - Services 2.01 3.28
Industrial Products 6.68 3.29
Healthcare Services 5.49 3.19
Retailing 8.27 3.96
Realty 7.55 2.38
Insurance 4.26 0.94
Banks 13.94 17.11
Consumer Durables 6.82 4.37
Leisure Services 3.27 2.31
Cement & Cement Products 3.79 1.64
Electrical Equipment 1.91 3.51
Capital Markets 4.26 1.42
Finance 5.84 2.61
Automobiles 4.18 1.67
Agricultural Food & other Products 1.41 0.84
Ferrous Metals 1.1 -
IT - Software 6.66 6.69
Auto Components 2.7 7.41
Pharmaceuticals & Biotechnology 5.46 6.44
Transport Services 2.64 0.73
Industrial Manufacturing 1.45 -
Petroleum Products - 5.01
IT - Services - 0.85
Construction - 2.19
Diversified FMCG - 1.87
Non - Ferrous Metals - 1.35
Aerospace & Defense - 0.87
Beverages - 2.67
Power - 2.69
Household Products - 0.93
Financial Technology (Fintech) - 0.12
Consumable Fuels - 0.54
Fertilizers & Agrochemicals - 1.14
Transport Infrastructure - 0.78

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