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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) | ₹8125 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 | 2.03% | 3.27% |
| 6 Month | 25.03% | 15.82% |
| 1 Year | 6.24% | -3.58% |
| 3 Year | 24% | 12.76% |
| 5 Year | 24.23% | 17.76% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.38% | 3.85% |
| 1 Year | 21.53% | 11.05% |
| 3 Year | 26.59% | 13.88% |
| 5 Year | 22.88% | 12.4% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.56% | 15.29% |
| 3 Year | 14.49% | 14.77% |
| 5 Year | 14.94% | 15.32% |
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 | 1.14% | 0.52% |
| Beta | 1% | 0.99% |
| Alpha | 5.8% | -3.7% |
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 | 5.36 | 8.17 |
| Large Cap | 32.23 | 45.19 |
| Mid Cap | 43.5 | 35.48 |
| Small Cap | 18.9 | 11.16 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.93 | 2.27 |
| Communication Services | 1.71 | 3.34 |
| Consumer Cyclical | 20.4 | 20.67 |
| Healthcare | 19.28 | 6.62 |
| Real Estate | 7.26 | 2.23 |
| Financial Services | 26.98 | 26.94 |
| Technology | 5.78 | 5.2 |
| Basic Materials | 4.33 | 13.29 |
| Industrials | 12.32 | 10.14 |
| Energy | - | 3.38 |
| Utilities | - | 2.4 |
| Consumer Defensive | - | 3.51 |
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