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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) ₹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 4.92% 3.25%
6 Month -3.61% -2.65%
1 Year 20.22% 12.21%
3 Year 21.18% -
5 Year 26.45% -

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month 0.03% 1.18%
1 Year 0.04% 0.47%
3 Year 23.85% -
5 Year 21.56% -

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 0.76% -
Beta 0.97% -
Alpha 2.95% -

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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 3.8 5.78
Large Cap 35.92 50.23
Mid Cap 42.59 39.15
Small Cap 17.69 4.84

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

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

Others 2.01 5.78
Communication Services 1.79 6.13
Consumer Cyclical 23.58 14.08
Healthcare 14.39 9.99
Real Estate 6.51 0.69
Financial Services 27.11 22.15
Basic Materials 4.56 7.99
Industrials 10.18 12.98
Consumer Defensive 2.23 3.83
Technology 7.63 10.7
Energy - 4.59
Utilities - 1.09

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