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) | ₹13636 Cr | ₹9344 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 | -0.16% | -2.31% |
| 6 Month | 2.09% | -4.08% |
| 1 Year | 10.73% | 8.08% |
| 3 Year | 23.04% | 23.22% |
| 5 Year | 20.42% | 18.01% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.3% | -4.25% |
| 1 Year | 11.12% | 4.59% |
| 3 Year | 17.38% | 17.55% |
| 5 Year | 19.32% | 18.33% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.82% | 13.29% |
| 3 Year | 12.53% | 14.87% |
| 5 Year | 11.63% | 15.07% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 12.84% | 12.64% |
| Sharp | 1.24% | 1.14% |
| Beta | 0.95% | 1.01% |
| Alpha | 4.12% | 3.7% |
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 | 10.6 | 9.19 |
| Large Cap | 33.9 | 30.19 |
| Mid Cap | 38.85 | 40.99 |
| Small Cap | 16.66 | 19.62 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.9 | 2.25 |
| Energy | 3.78 | - |
| Technology | 11.25 | 5.35 |
| Basic Materials | 6.66 | 3.04 |
| Industrials | 10.68 | 12.01 |
| Financial Services | 32.98 | 29.54 |
| Healthcare | 8.96 | 18.77 |
| Consumer Cyclical | 6.09 | 20.26 |
| Real Estate | 3.63 | 7.06 |
| Utilities | 1.33 | - |
| Communication Services | 5.76 | 1.72 |
| Consumer Defensive | 4.98 | - |
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