Sundaram Large and Midcap Fund Regular Plan 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 Sundaram 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 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) ₹5842 Cr ₹6862 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Aug 2007 10 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 1.82 1.8
Manager Aditya Khemani Ashish Aggarwal
ISIN Code INF205K01247 INF903J01DT1
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -6.2% 1.74%
6 Month 16.48% 20.95%
1 Year 52.58% 45.53%
3 Year 20.09% 21.07%
5 Year 20.47% 24.83%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 23.32% 16.68%
3 Year 49.74% 36.77%
5 Year 83.53% 71.73%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 13.2% 11.18%
3 Year 14.18% 14.2%
5 Year 14.62% 12.34%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.64% 12.94%
Sharp 1.13% 0.93%
Beta 0.96% 0.94%
Alpha 2.57% -2.61%

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Fund Managers

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
Fund Manage 3 7
INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.99 5.32
Mid Cap 39.25 36.68
Large Cap 47.15 52.7
Small Cap 7.61 5.29

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.48 2.18
Communication 3.12 2.87
Materials 5.58 4.59
Construction 6.83 5.06
Healthcare 10.05 8.7
Insurance 2.81 -
Services 12.88 9.45
Financial 22.74 22.85
Capital Goods 10.53 11.07
Consumer Staples 1.91 5.6
Metals & Mining 3.55 2.59
Technology 4.06 5.45
Consumer Discretionary 5.66 2.07
Automobile 5.83 8.53
Energy 2.97 7.42
Chemicals - 0.95
Textiles - 0.61

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