Aditya Birla Sun Life Equity Advantage Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6250 Cr | ₹5483 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 24 Feb 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
Turn Over | 73% | 62% |
Expense Ratio | 1.8 | 1.9 |
Manager | Aditya Khemani | Atul Penkar |
ISIN Code | INF205K01247 | INF209K01165 |
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 | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Month | -6.81% | -6.18% |
6 Month | -6.8% | -11.47% |
1 Year | 13.34% | 3.2% |
3 Year | 18.54% | 7.12% |
5 Year | 17.42% | 11.93% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.1% | -14.05% |
3 Year | 20.29% | 8.68% |
5 Year | 19.92% | 11.56% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.52% | 15.78% |
3 Year | 14.27% | 14.79% |
5 Year | 14.77% | 15.2% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.64% | 13.91% |
Sharp | 0.78% | 0.12% |
Beta | 0.98% | 1.01% |
Alpha | 1.91% | -8.44% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Name | Aditya Khemani | Atul Penkar |
Total AUM | ₹12070 Cr | ₹21393 Cr |
Fund Manage | 3 | 3 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 0.31 | 1.16 |
Large Cap | 37.45 | 45.34 |
Mid Cap | 49.15 | 36.85 |
Small Cap | 13.09 | 16.62 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 0.31 | 1.16 |
Telecom - Services | 2.01 | 1.69 |
Industrial Products | 6.68 | 2.33 |
Healthcare Services | 5.49 | 2.38 |
Retailing | 8.27 | 5.36 |
Realty | 7.55 | 2.07 |
Insurance | 4.26 | 2.6 |
Banks | 13.94 | 14.29 |
Consumer Durables | 6.82 | 3.99 |
Leisure Services | 3.27 | 3.8 |
Cement & Cement Products | 3.79 | 2.03 |
Electrical Equipment | 1.91 | 1.04 |
Capital Markets | 4.26 | - |
Finance | 5.84 | 6.05 |
Automobiles | 4.18 | 1.18 |
Agricultural Food & other Products | 1.41 | - |
Ferrous Metals | 1.1 | 1.45 |
IT - Software | 6.66 | 5.07 |
Auto Components | 2.7 | 10.03 |
Pharmaceuticals & Biotechnology | 5.46 | 3.62 |
Transport Services | 2.64 | 2.69 |
Industrial Manufacturing | 1.45 | 0.6 |
Petroleum Products | - | 4.57 |
Construction | - | 5.65 |
Non - Ferrous Metals | - | 1.08 |
Chemicals & Petrochemicals | - | 1.09 |
Aerospace & Defense | - | 2.41 |
Gas | - | 3.01 |
Textiles & Apparels | - | 3 |
Agricultural, Commercial & Construction Vehicles | - | 1.15 |
Oil | - | 1.36 |
Beverages | - | 1.05 |
Power | - | 1.18 |
Transport Infrastructure | - | 0.99 |
Top Comparisons
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.94%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.94%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns8.12%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.76%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns18.55%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.17%
ICICI Prudential PSU Equity Fund - Growth
3Y Returns0%
Invesco India PSU Equity Fund - Growth
3Y Returns26.34%