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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) | ₹8441 Cr | ₹14906 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 | 3% | 4.08% |
| 6 Month | 13.88% | 10.36% |
| 1 Year | 11.91% | 5.75% |
| 3 Year | 24.41% | 19.65% |
| 5 Year | 23.88% | 21.9% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.47% | 3.04% |
| 1 Year | 21.91% | 13.76% |
| 3 Year | 26.05% | 17.87% |
| 5 Year | 22.78% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.51% | 18.24% |
| 3 Year | 14.64% | 19.84% |
| 5 Year | 14.97% | 22.03% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.26% |
| Sharp | 1.18% | 0.86% |
| Beta | 1.01% | 0.82% |
| Alpha | 4.98% | 3.27% |
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 | 6.09 | 14.82 |
| Large Cap | 31.11 | 44.87 |
| Mid Cap | 42.59 | 36.16 |
| Small Cap | 20.21 | 4.14 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.2 | 4.26 |
| Communication Services | 1.58 | 3.9 |
| Consumer Cyclical | 20.78 | 16.3 |
| Healthcare | 19.65 | 9.84 |
| Real Estate | 6.65 | 1.69 |
| Financial Services | 27.61 | 24.61 |
| Technology | 7.94 | 10.72 |
| Basic Materials | 3.81 | 6.22 |
| Industrials | 11.78 | 13.4 |
| Energy | - | 3.31 |
| Consumer Defensive | - | 3.14 |
| Utilities | - | 2.59 |
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