PGIM India Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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) | ₹6250 Cr | ₹602 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 | 1.8 | 2.33 |
Manager | Aditya Khemani | Vinay Paharia |
ISIN Code | INF205K01247 | INF663L01X88 |
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 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 6.57% | 5.64% |
6 Month | -12.02% | -9.94% |
1 Year | 12.29% | 7.05% |
3 Year | 18.88% | - |
5 Year | 26.88% | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | -5.71% | -3.21% |
1 Year | -5.14% | -4.07% |
3 Year | 22.28% | - |
5 Year | 20.89% | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 13.52% | - |
3 Year | 14.27% | - |
5 Year | 14.77% | - |
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 | 0.75% | - |
Beta | 0.97% | - |
Alpha | 2.65% | - |
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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 |
Funds Managed | 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 | 2.24 | 5.78 |
Large Cap | 34.77 | 50.23 |
Mid Cap | 44.77 | 39.15 |
Small Cap | 18.22 | 4.84 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 0.27 | 5.78 |
Communication Services | 1.96 | 6.13 |
Consumer Cyclical | 23.77 | 14.08 |
Healthcare | 13.77 | 9.99 |
Real Estate | 6.66 | 0.69 |
Financial Services | 27.46 | 22.15 |
Basic Materials | 4.9 | 7.99 |
Industrials | 10.04 | 12.98 |
Consumer Defensive | 2.25 | 3.83 |
Technology | 8.91 | 10.7 |
Energy | - | 4.59 |
Utilities | - | 1.09 |
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