Mirae Asset Large & Midcap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹36514 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 09 Jul 2010 |
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% | 52% |
Expense Ratio | 1.8 | 1.54 |
Manager | Aditya Khemani | Neelesh Surana |
ISIN Code | INF205K01247 | INF769K01101 |
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 | Mirae Asset Large & Midcap 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.49% | 7.48% |
6 Month | -11.29% | -13.08% |
1 Year | 14.71% | 5.23% |
3 Year | 19.54% | 12.55% |
5 Year | 26.35% | 26.25% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.71% | -5.13% |
1 Year | -5.14% | -11.07% |
3 Year | 22.28% | 12.93% |
5 Year | 20.89% | 15.79% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.52% | 16.21% |
3 Year | 14.27% | 20.67% |
5 Year | 14.77% | 21.41% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.64% | 14.18% |
Sharp | 0.75% | 0.35% |
Beta | 0.97% | 0.958% |
Alpha | 2.65% | -1.215% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Aditya Khemani | Neelesh Surana |
Total AUM | ₹12070 Cr | ₹49127 Cr |
Funds Managed | 3 | 2 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.24 | 0.69 |
Large Cap | 34.77 | 48.77 |
Mid Cap | 44.77 | 35.26 |
Small Cap | 18.22 | 15.27 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.27 | 0.69 |
Communication Services | 1.96 | 3.85 |
Consumer Cyclical | 23.77 | 12.53 |
Healthcare | 13.77 | 10.28 |
Real Estate | 6.66 | 1.69 |
Financial Services | 27.46 | 28.3 |
Basic Materials | 4.9 | 9.46 |
Industrials | 10.04 | 13.67 |
Consumer Defensive | 2.25 | 2.7 |
Technology | 8.91 | 9.15 |
Energy | - | 3.38 |
Utilities | - | 4.3 |
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