Motilal Oswal Large and Midcap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5842 Cr ₹4934 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 Aug 2007 01 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 1.82 1.84
Manager Aditya Khemani Rakesh Shetty
ISIN Code INF205K01247 INF247L01965
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 within 15 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month 8.58% 6.9%
6 Month 26.03% 28.28%
1 Year 54.92% 57%
3 Year 22.15% 26.25%
5 Year 23.83% -

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month - -
1 Year 23.32% 21.41%
3 Year 49.74% 54.76%
5 Year 83.53% 95.39%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 23.29% 29.12%
3 Year 61.3% 74.72%
5 Year 93.66% 106.51%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation 12.64% 13.45%
Sharp 1.12% 1.28%
Beta 0.94% 0.92%
Alpha 0.22% 2.85%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 47.15 35.19
Mid Cap 39.25 35.54
Others 5.99 5.38
Small Cap 7.61 23.88

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Financial 22.74 15.47
Construction 6.83 9.44
Services 12.88 21.51
Energy 2.97 -
Healthcare 10.05 8.96
Technology 4.06 2.34
Capital Goods 10.53 21.39
Materials 5.58 -
Consumer Discretionary 5.66 7.77
Communication 3.12 3.31
Automobile 5.83 2.04
Consumer Staples 1.91 -
Insurance 2.81 -
Metals & Mining 3.55 1.86
Others 1.48 1.5
Diversified - 2.31
Chemicals - 2.09

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.24%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.65%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns0%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.54%

Compare Now

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns24.51%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns32.65%

Compare Now
Request call back
Add to Cart Successfully