INVESCO INDIA LARGE & MID CAP FUND vs UTI Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Invest NowUTI Large & Mid Cap Fund - Regular Plan - Growth Option
Invest NowChart 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 | -8.54% | -4.29% |
6 Month | -0.29% | -3.9% |
1 Year | 22.98% | 18.96% |
3 Year | 18.28% | 18.91% |
5 Year | 19.02% | 21.21% |
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 13.88% | 7.22% |
3 Year | 27.28% | 24.12% |
5 Year | 24.06% | 24.72% |
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% | 1.01% |
Beta | 0.94% | 0.92% |
Alpha | 3.88% | 3.79% |
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Get Free Experts GuidanceScheme 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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