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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) | ₹8125 Cr | ₹14711 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 | 1.43% | 2.77% |
| 6 Month | 25.72% | 16.19% |
| 1 Year | 6.03% | -0.18% |
| 3 Year | 24.16% | 16.4% |
| 5 Year | 23.71% | 21.94% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.38% | 4.77% |
| 1 Year | 21.53% | 11.98% |
| 3 Year | 26.59% | 18% |
| 5 Year | 22.88% | 16.98% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.56% | 18.71% |
| 3 Year | 14.49% | 19.98% |
| 5 Year | 14.94% | 22.18% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.56% |
| Sharp | 1.14% | 0.73% |
| Beta | 1% | 0.83% |
| Alpha | 5.8% | 3.13% |
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 | 5.36 | 14.19 |
| Large Cap | 32.23 | 43.88 |
| Mid Cap | 43.5 | 37.74 |
| Small Cap | 18.9 | 4.18 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.93 | 3.68 |
| Communication Services | 1.71 | 3.91 |
| Consumer Cyclical | 20.4 | 12.84 |
| Healthcare | 19.28 | 10.32 |
| Real Estate | 7.26 | 1.86 |
| Financial Services | 26.98 | 24.75 |
| Technology | 5.78 | 10.43 |
| Basic Materials | 4.33 | 7.02 |
| Industrials | 12.32 | 15.29 |
| Energy | - | 3.4 |
| Consumer Defensive | - | 3.6 |
| Utilities | - | 2.9 |
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