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) | ₹7887 Cr | ₹14954 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 | -0.82% | -1.3% |
6 Month | 16.49% | 8.02% |
1 Year | 11.2% | 2.49% |
3 Year | 26.36% | 18% |
5 Year | 24.92% | 22.89% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 12.42% | 6.86% |
1 Year | 22.69% | 9.11% |
3 Year | 29% | 19.29% |
5 Year | 24.36% | 18.21% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.54% | 19.51% |
3 Year | 14.39% | 19.9% |
5 Year | 14.88% | 21.9% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.64% | 13.65% |
Sharp | 1.49% | 1.11% |
Beta | 0.98% | 0.87% |
Alpha | 4.92% | 3.35% |
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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 | 6.06 | 14.67 |
Large Cap | 33.87 | 44.92 |
Mid Cap | 41.58 | 36.55 |
Small Cap | 18.49 | 3.86 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.1 | 4.8 |
Communication Services | 1.84 | 4.85 |
Consumer Cyclical | 20.78 | 12.11 |
Healthcare | 16.54 | 8.56 |
Real Estate | 7.29 | 1.9 |
Financial Services | 28.31 | 26.06 |
Technology | 5.99 | 9.97 |
Basic Materials | 4.12 | 7.3 |
Industrials | 13.02 | 13.73 |
Energy | - | 3.73 |
Consumer Defensive | - | 3.71 |
Utilities | - | 3.27 |
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