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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) ₹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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 4.33% 2.96%
6 Month -0.25% -3.93%
1 Year 15.57% 7.87%
3 Year 21.55% 14.71%
5 Year 25.45% 23.8%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 1.69% 0.39%
1 Year 1.16% -4.99%
3 Year 24.14% 15.31%
5 Year 21.66% 16.74%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.64% 14.877%
Sharp 0.76% 0.357%
Beta 0.97% 0.998%
Alpha 2.95% -1.131%

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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
Funds Managed 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 3.8 3.47
Large Cap 35.92 52.13
Mid Cap 42.59 35.95
Small Cap 17.69 8.46

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.01 3.47
Communication Services 1.79 5.74
Consumer Cyclical 23.58 16.44
Healthcare 14.39 9.93
Real Estate 6.51 2.54
Financial Services 27.11 23.3
Basic Materials 4.56 4.8
Industrials 10.18 12.24
Consumer Defensive 2.23 5.14
Technology 7.63 7.5
Energy - 6.53
Utilities - 2.39

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