PGIM India Large and Mid Cap 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 PGIM India Large and Mid Cap Fund - Regular (G)

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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 PGIM India Large and Mid Cap Fund - Regular (G)
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5842 Cr ₹398 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 12 Feb 2024
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% %
Expense Ratio 1.82 2.38
Manager Aditya Khemani Vinay Paharia
ISIN Code INF205K01247 INF663L01X88
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 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 8.02% 2.7%
6 Month 33.72% 19.7%
1 Year 57.6% -
3 Year 22.88% -
5 Year 23.85% -

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month - -
1 Year 23.32% 5.83%
3 Year 49.74% 5.83%
5 Year 83.53% 5.83%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 23.29% 9.37%
3 Year 61.3% 9.37%
5 Year 93.66% 9.37%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 12.64% -
Sharp 1.11% -
Beta 0.95% -
Alpha 1.57% -

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Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Name Aditya Khemani Vinay Paharia
Total AUM ₹12070 Cr ₹0 Cr
Fund Manage 3 10
INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 5.99 9.12
Mid Cap 39.25 35.41
Large Cap 47.15 50.49
Small Cap 7.61 4.98

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 1.48 7.06
Communication 3.12 2.71
Materials 5.58 3.42
Construction 6.83 3.32
Healthcare 10.05 9.45
Insurance 2.81 3.62
Services 12.88 13.34
Financial 22.74 18.13
Capital Goods 10.53 8.78
Consumer Staples 1.91 1.74
Metals & Mining 3.55 -
Technology 4.06 5.79
Consumer Discretionary 5.66 2.74
Automobile 5.83 8.07
Energy 2.97 7.38
Chemicals - 2.58
Diversified - 1.08
Textiles - 0.79

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