INVESCO INDIA LARGE & MID CAP FUND vs UTI Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6149 Cr | ₹3976 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 30 Jul 2005 |
| 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% | 32% |
| Expense Ratio | 1.81 | 1.96 |
| Manager | Aditya Khemani | V Srivatsa |
| ISIN Code | INF205K01247 | INF789F01869 |
| 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.42% | 2% |
| 6 Month | 10.76% | 6.08% |
| 1 Year | 39.2% | 28.88% |
| 3 Year | 22.94% | 21.75% |
| 5 Year | 21.63% | 23.32% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 34.27% | 19.86% |
| 3 Year | 33.26% | 28.13% |
| 5 Year | 27.47% | 27.17% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.29% | 9.13% |
| 3 Year | 14.17% | 8.77% |
| 5 Year | 14.63% | 10.7% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 12.33% |
| Sharp | 1.06% | 1.09% |
| Beta | 0.95% | 0.92% |
| Alpha | 3.44% | 3.45% |
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| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | V Srivatsa |
| Total AUM | ₹12070 Cr | ₹7921 Cr |
| Fund Manage | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.31 | 5.17 |
| Large Cap | 37.45 | 45.28 |
| Mid Cap | 49.15 | 37.38 |
| Small Cap | 13.09 | 12.2 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.31 | 5.17 |
| Telecom - Services | 2.01 | 5.34 |
| Industrial Products | 6.68 | 0.35 |
| Healthcare Services | 5.49 | 1.43 |
| Retailing | 8.27 | - |
| Realty | 7.55 | 1.63 |
| Insurance | 4.26 | 5.66 |
| Banks | 13.94 | 20.76 |
| Consumer Durables | 6.82 | 1.34 |
| Leisure Services | 3.27 | 2.22 |
| Cement & Cement Products | 3.79 | 2.96 |
| Electrical Equipment | 1.91 | - |
| Capital Markets | 4.26 | 2.48 |
| Finance | 5.84 | 4.84 |
| Automobiles | 4.18 | 2.85 |
| Agricultural Food & other Products | 1.41 | - |
| Ferrous Metals | 1.1 | 1.22 |
| IT - Software | 6.66 | 9.63 |
| Auto Components | 2.7 | 1.74 |
| Pharmaceuticals & Biotechnology | 5.46 | 6.78 |
| Transport Services | 2.64 | 2.93 |
| Industrial Manufacturing | 1.45 | - |
| Petroleum Products | - | 1.73 |
| Construction | - | 1.73 |
| Textiles & Apparels | - | 2.2 |
| Gas | - | 1.98 |
| Diversified FMCG | - | 3.74 |
| Fertilizers & Agrochemicals | - | 1.4 |
| Diversified Metals | - | 2.53 |
| Other Consumer Services | - | 0.83 |
| Chemicals & Petrochemicals | - | 0.74 |
| Personal Products | - | 0.68 |
| Entertainment | - | 0.89 |
| Power | - | 1.61 |
| Paper, Forest & Jute Products | - | 0.64 |
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