Aditya Birla Sun Life Equity Advantage Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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Aditya Birla Sun Life Large & Mid Cap Fund - Regular 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	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)	₹7274 Cr	₹5737 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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Month	3.99%	3.07%
6 Month	3.34%	1.77%
1 Year	12.27%	1.58%
3 Year	29.59%	18.99%
5 Year	25.66%	20%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
6 Month	16.2%	11.72%
1 Year	24.81%	12.36%
3 Year	30.24%	17.27%
5 Year	24.96%	14.94%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Year	13.54%	15.48%
3 Year	14.39%	14.6%
5 Year	14.88%	15.24%

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	1.19%	0.65%
Beta	0.97%	0.99%
Alpha	4.13%	-4.72%

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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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	0.58	6.91
Large Cap	35.08	134.77
Mid Cap	43.02	39.54
Small Cap	21.32	18.87

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	0.58	6.91
Telecom - Services	1.83	6.22
Retailing	14.58	6.72
Healthcare Services	8.71	2.47
Realty	7.41	3.01
Insurance	4.45	4.87
Banks	9.55	40.71
Consumer Durables	5.01	6.65
Leisure Services	1.74	3.34
IT - Software	5.61	13.37
Industrial Products	4.62	4.73
Electrical Equipment	3	3.29
Capital Markets	7.52	-
Finance	7.39	15.87
Ferrous Metals	0.89	1.94
Auto Components	1.15	7.07
Automobiles	2.02	8.8
Pharmaceuticals & Biotechnology	4.62	7.91
Transport Services	4.86	4.5
Cement & Cement Products	3.11	4.52
Industrial Manufacturing	1.35	0.27
Petroleum Products	-	11.36
Personal Products	-	2.52
Construction	-	6.96
Diversified FMCG	-	2.97
Non - Ferrous Metals	-	2.6
Chemicals & Petrochemicals	-	1.21
Aerospace & Defense	-	3.86
Power	-	4.31
Textiles & Apparels	-	4
Beverages	-	3.29
Diversified Metals	-	1.22
Oil	-	0.34
Food Products	-	0.56
Entertainment	-	0.2
Fertilizers & Agrochemicals	-	0.82
Transport Infrastructure	-	0.7