BANDHAN Core Equity Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11799 Cr | ₹9034 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2005 | 09 Aug 2007 |
| 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 | 71% | 73% |
| Expense Ratio | 1.78 | 1.8 |
| Manager | Manish Gunwani | Aditya Khemani |
| ISIN Code | INF194K01524 | INF205K01247 |
| Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | 0.08% | -0.9% |
| 6 Month | 6.84% | 5.59% |
| 1 Year | 5.42% | 5.5% |
| 3 Year | 22.4% | 22.77% |
| 5 Year | 22.61% | 21.07% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 4.75% | 2.55% |
| 1 Year | 19.85% | 20.52% |
| 3 Year | 21.5% | 24.36% |
| 5 Year | 21.63% | 21.9% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.95% | 13.39% |
| 3 Year | 12.48% | 14.76% |
| 5 Year | 11.5% | 15.03% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 12.64% |
| Sharp | 1.18% | 1.18% |
| Beta | 0.94% | 1% |
| Alpha | 4.39% | 4.73% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Manish Gunwani | Aditya Khemani |
| Total AUM | ₹8731 Cr | ₹12070 Cr |
| Funds Managed | 4 | 3 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 9.06 | 0.71 |
| Large Cap | 36.36 | 35.17 |
| Small Cap | 14.57 | 23.08 |
| Mid Cap | 40.01 | 41.04 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.61 | 0.71 |
| Energy | 3.64 | - |
| Technology | 9.95 | - |
| Consumer Cyclical | 8.12 | - |
| Industrials | 9.16 | - |
| Financial Services | 31.72 | - |
| Healthcare | 8.29 | - |
| Real Estate | 3.67 | - |
| Basic Materials | 6.58 | - |
| Communication Services | 5.72 | - |
| Consumer Defensive | 7.44 | - |
| Utilities | 1.11 | - |
| Telecom - Services | - | 1.65 |
| Retailing | - | 14.4 |
| Auto Components | - | 0.52 |
| Healthcare Services | - | 12.09 |
| Realty | - | 7.16 |
| Insurance | - | 4.25 |
| Banks | - | 9.54 |
| Consumer Durables | - | 6.13 |
| Commercial Services & Supplies | - | 0.48 |
| IT - Software | - | 3.93 |
| Industrial Products | - | 3.47 |
| Electrical Equipment | - | 1.93 |
| Capital Markets | - | 7.34 |
| Finance | - | 8.61 |
| Automobiles | - | 1.47 |
| Pharmaceuticals & Biotechnology | - | 7.16 |
| Transport Services | - | 4.83 |
| Industrial Manufacturing | - | 1.5 |
| Cement & Cement Products | - | 2.83 |
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