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

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

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

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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) ₹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 4.92% 3.28%
6 Month -3.61% -11.21%
1 Year 20.22% 15.01%
3 Year 21.18% 23.58%
5 Year 26.45% 29.55%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month 0.03% -5.25%
1 Year 0.04% -9.34%
3 Year 23.85% 22.93%
5 Year 21.56% 23.33%

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 0.76% 0.899%
Beta 0.97% 0.963%
Alpha 2.95% 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 3.8 4.04
Large Cap 35.92 35.63
Mid Cap 42.59 39.29
Small Cap 17.69 21.04

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 2.01 2.08
Communication Services 1.79 6.04
Consumer Cyclical 23.58 26.27
Healthcare 14.39 1.96
Real Estate 6.51 5.68
Financial Services 27.11 14.33
Basic Materials 4.56 3.12
Industrials 10.18 29.6
Consumer Defensive 2.23 -
Technology 7.63 10.92

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