INVESCO INDIA LARGE & MID CAP FUND vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 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) ₹5842 Cr ₹3441 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 01 Aug 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 1.82 2.01
Manager Aditya Khemani V Srivatsa
ISIN Code INF205K01247 INF789F01869
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 less than 1 year/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -6.1% -6.23%
6 Month 11.97% 10.11%
1 Year 39.42% 35.24%
3 Year 19.2% 18.65%
5 Year 20.07% 22.94%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 30.48% 28.07%
3 Year 30.28% 29.28%
5 Year 25.61% 27.75%

Rolling Lumpsum Returns

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%

Risk Management

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 0.92% 0.99%
Beta 0.97% 0.93%
Alpha 2.17% 3.01%

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Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 5.99 1.84
Mid Cap 39.25 36.43
Large Cap 47.15 44.52
Small Cap 7.61 11.62

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.48 0.11
Communication 3.12 -
Materials 5.58 -
Construction 6.83 2.05
Healthcare 10.05 -
Insurance 2.81 4.7
Services 12.88 -
Financial 22.74 -
Capital Goods 10.53 -
Consumer Staples 1.91 -
Metals & Mining 3.55 -
Technology 4.06 -
Consumer Discretionary 5.66 -
Automobile 5.83 -
Energy 2.97 -
Automobiles - 3.96
Telecom - Services - 4.43
Petroleum Products - 2.77
IT - Software - 9.17
Cement & Cement Products - 1.97
Pharmaceuticals & Biotechnology - 7.43
Transport Services - 2.93
Non - Ferrous Metals - 0.85
Banks - 22.13
Healthcare Services - 1.17
Gas - 2.61
Diversified FMCG - 3.51
Fertilizers & Agrochemicals - 1.65
Diversified Metals - 1.27
Realty - 1.61
Ferrous Metals - 1.14
Oil - 1.32
Capital Markets - 1.54
Consumer Durables - 1.24
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Auto Components - 1.66
Chemicals & Petrochemicals - 0.8
Personal Products - 1.58
Finance - 3.75
Power - 1.21
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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