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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) | ₹9034 Cr | ₹5867 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 | 0.3% | 0.06% |
| 6 Month | 7.84% | 4.04% |
| 1 Year | 10% | 3.79% |
| 3 Year | 23.33% | 13.57% |
| 5 Year | 21.7% | 14.18% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.55% | 2.06% |
| 1 Year | 20.52% | 13.08% |
| 3 Year | 24.36% | 12.95% |
| 5 Year | 21.9% | 11.9% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.41% | 14.72% |
| 3 Year | 14.75% | 14.46% |
| 5 Year | 15.02% | 14.75% |
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% | 0.62% |
| Beta | 1% | 0.99% |
| Alpha | 4.73% | -3.86% |
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 | 6.93 | 7.43 |
| Large Cap | 30.32 | 41.54 |
| Small Cap | 20.77 | 11.38 |
| Mid Cap | 41.98 | 39.65 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.73 | 2.65 |
| Communication Services | 1.65 | 2.69 |
| Consumer Cyclical | 20.27 | 20.7 |
| Healthcare | 19.25 | 8.01 |
| Real Estate | 7.65 | 2.57 |
| Financial Services | 29.75 | 24.63 |
| Technology | 6.17 | 5.77 |
| Basic Materials | 3.45 | 14.22 |
| Industrials | 11.1 | 11.26 |
| Energy | - | 1.92 |
| Utilities | - | 1.59 |
| Consumer Defensive | - | 3.98 |
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