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Axis Growth Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹9406 Cr | ₹15605 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2007 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 73% | 23% |
| Expense Ratio | 1.8 | 1.7 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K01247 | INF846K01J79 |
| 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 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.18% | -0.92% |
| 6 Month | 4.34% | 4.79% |
| 1 Year | 2.76% | 2.09% |
| 3 Year | 23.23% | 18.63% |
| 5 Year | 20.12% | 17.8% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.24% | -0.86% |
| 1 Year | 10.56% | 7.48% |
| 3 Year | 21.17% | 14.36% |
| 5 Year | 20.32% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 17.13% |
| 3 Year | 14.8% | 19.68% |
| 5 Year | 15.04% | 21.84% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.28% |
| Sharp | 1.15% | 0.96% |
| Beta | 1% | 0.82% |
| Alpha | 4.66% | 2.30% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Shreyash Devalkar |
| Total AUM | ₹12070 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.94 | 13.96 |
| Large Cap | 29.32 | 45.17 |
| Small Cap | 20.16 | 4.3 |
| Mid Cap | 42.57 | 36.58 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.5 | 2.91 |
| Communication Services | 1.61 | 3.84 |
| Consumer Cyclical | 20.42 | 15.69 |
| Healthcare | 18.7 | 9.72 |
| Real Estate | 7.19 | 1.77 |
| Financial Services | 30.26 | 27.67 |
| Technology | 6.01 | 10.43 |
| Basic Materials | 3.15 | 5.82 |
| Industrials | 11.16 | 13.36 |
| Energy | - | 3.6 |
| Consumer Defensive | - | 2.78 |
| Utilities | - | 2.42 |
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