Motilal Oswal Large and Midcap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹8447 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Aug 2007 | 17 Oct 2019 |
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% | 70% |
Expense Ratio | 1.8 | 1.73 |
Manager | Aditya Khemani | Rakesh Shetty |
ISIN Code | INF205K01247 | INF247L01965 |
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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 6.57% | 8.62% |
6 Month | -12.02% | -15.98% |
1 Year | 12.29% | 10.46% |
3 Year | 18.88% | 21.91% |
5 Year | 26.88% | 30.26% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -5.71% | -9.92% |
1 Year | -5.14% | -9.86% |
3 Year | 22.28% | 23.23% |
5 Year | 20.89% | 23.63% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.52% | 31.85% |
3 Year | 14.27% | 25.93% |
5 Year | 14.77% | 25.61% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 12.64% | 16.577% |
Sharp | 0.75% | 0.899% |
Beta | 0.97% | 0.963% |
Alpha | 2.65% | 7.354% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Aditya Khemani | Rakesh Shetty |
Total AUM | ₹12070 Cr | ₹33886 Cr |
Funds Managed | 3 | 19 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.24 | 4.04 |
Large Cap | 34.77 | 35.63 |
Mid Cap | 44.77 | 39.29 |
Small Cap | 18.22 | 21.04 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 0.27 | 2.08 |
Communication Services | 1.96 | 6.04 |
Consumer Cyclical | 23.77 | 26.27 |
Healthcare | 13.77 | 1.96 |
Real Estate | 6.66 | 5.68 |
Financial Services | 27.46 | 14.33 |
Basic Materials | 4.9 | 3.12 |
Industrials | 10.04 | 29.6 |
Consumer Defensive | 2.25 | - |
Technology | 8.91 | 10.92 |
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