Sundaram Large and Midcap Fund Regular Plan vs INVESCO INDIA LARGE & MID CAP FUND compare

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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

Overview

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6250 Cr	₹6470 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Aug 2007	27 Feb 2007
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%	25%
Expense Ratio	1.8	1.85
Manager	Aditya Khemani	Ashish Aggarwal
ISIN Code	INF205K01247	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	6.57%	7.21%
6 Month	-12.02%	-12.8%
1 Year	12.29%	5.18%
3 Year	18.88%	12.25%
5 Year	26.88%	25.32%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-5.71%	-5.62%
1 Year	-5.14%	-9.22%
3 Year	22.28%	14.35%
5 Year	20.89%	16.63%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	13.52%	11.53%
3 Year	14.27%	14.16%
5 Year	14.77%	12.49%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.64%	14.877%
Sharp	0.75%	0.357%
Beta	0.97%	0.998%
Alpha	2.65%	-1.131%

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Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Aditya Khemani	Ashish Aggarwal
Total AUM	₹12070 Cr	₹9635 Cr
Funds Managed	3	7
	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.24	3.47
Large Cap	34.77	52.13
Mid Cap	44.77	35.95
Small Cap	18.22	8.46

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	0.27	3.47
Communication Services	1.96	5.74
Consumer Cyclical	23.77	16.44
Healthcare	13.77	9.93
Real Estate	6.66	2.54
Financial Services	27.46	23.3
Basic Materials	4.9	4.8
Industrials	10.04	12.24
Consumer Defensive	2.25	5.14
Technology	8.91	7.5
Energy	-	6.53
Utilities	-	2.39