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Axis Growth Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - 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 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) ₹6250 Cr ₹13522 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 5.7% 2.87%
6 Month -0.47% -3.57%
1 Year 14.39% 4.52%
3 Year 28.81% 21.67%
5 Year 26.04% 24%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month 12.54% 7.64%
1 Year 16.76% 6.29%
3 Year 27.61% 18.88%
5 Year 23.49% 18.16%

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% 15.057%
Sharp 1.19% 0.476%
Beta 0.97% 0.941%
Alpha 4.13% 1.093%

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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 1.36 15.9
Large Cap 34.86 42.68
Mid Cap 45.97 35.43
Small Cap 17.81 5.99

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Axis Large & Mid Cap Fund - Regular Plan - Growth

Others 1.36 6.5
Telecom - Services 1.98 -
Retailing 13.58 -
Healthcare Services 8.28 -
Realty 7.49 -
Insurance 4.01 -
Banks 9.59 -
Consumer Durables 5.39 -
Leisure Services 3.85 -
Industrial Products 4.57 -
Electrical Equipment 2.98 -
Capital Markets 6.45 -
Finance 7.49 -
Ferrous Metals 0.86 -
IT - Software 3.38 -
Auto Components 1.1 -
Automobiles 2.74 -
Pharmaceuticals & Biotechnology 6.1 -
Transport Services 4.75 -
Cement & Cement Products 2.66 -
Industrial Manufacturing 1.39 -
Healthcare - 9.95
Consumer Defensive - 3.13
Energy - 1.88
Industrials - 11.46
Technology - 14.36
Consumer Cyclical - 12.64
Financial Services - 22.37
Basic Materials - 5.34
Communication Services - 5.12
Real Estate - 2.88
Utilities - 4.36

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