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

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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	8.02%	6.2%
6 Month	33.72%	30.44%
1 Year	57.6%	48.34%
3 Year	22.88%	23.48%
5 Year	23.85%	25.74%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	23.32%	20.28%
3 Year	49.74%	48.68%
5 Year	83.53%	94.84%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	23.29%	26.93%
3 Year	61.3%	69.55%
5 Year	93.66%	104.13%

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	1.11%	1.22%
Beta	0.95%	0.93%
Alpha	1.57%	2.82%

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

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