- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8441 Cr | ₹5636 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 | 1.92 |
| 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 Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.46% | 0.38% |
| 6 Month | 17.81% | 11.62% |
| 1 Year | 7% | -1.45% |
| 3 Year | 26.58% | 15.34% |
| 5 Year | 24.01% | 17.03% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.71% | 1.61% |
| 1 Year | 22.01% | 11.47% |
| 3 Year | 25.55% | 13.1% |
| 5 Year | 22.34% | 11.88% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.51% | 15.07% |
| 3 Year | 14.64% | 14.64% |
| 5 Year | 14.97% | 15.38% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.64% | 13.91% |
| Sharp | 1.18% | 0.6% |
| Beta | 1.01% | 1% |
| Alpha | 4.98% | -3.85% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Atul Penkar |
| Total AUM | ₹12070 Cr | ₹21393 Cr |
| Funds Managed | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.91 | 8.66 |
| Large Cap | 32.05 | 42.75 |
| Mid Cap | 43.01 | 38.14 |
| Small Cap | 19.03 | 10.45 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.58 | 3.2 |
| Communication Services | 1.69 | 3.34 |
| Consumer Cyclical | 20.16 | 20.94 |
| Healthcare | 20.02 | 6.46 |
| Real Estate | 6.87 | 2.65 |
| Financial Services | 27.29 | 22.9 |
| Technology | 7.22 | 5.99 |
| Basic Materials | 4.33 | 14.52 |
| Industrials | 11.86 | 10.9 |
| Energy | - | 2.76 |
| Utilities | - | 2.42 |
| Consumer Defensive | - | 3.92 |
Top Comparisons
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns19.26%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns13.51%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.83%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns15.15%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns25.63%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns14.49%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.77%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns15.34%
