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) | ₹10818 Cr | ₹8441 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 | 0.99% | 1.82% |
6 Month | 12.36% | 18.42% |
1 Year | 0.5% | 5.85% |
3 Year | 25.16% | 26.49% |
5 Year | 25.86% | 24.08% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 3.15% | 3.71% |
1 Year | 15.02% | 22.01% |
3 Year | 21.08% | 25.55% |
5 Year | 21.27% | 22.34% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 13.21% | 13.51% |
3 Year | 12.32% | 14.64% |
5 Year | 11.26% | 14.97% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 13.37% | 12.64% |
Sharp | 1.19% | 1.18% |
Beta | 0.98% | 1.01% |
Alpha | 7.29% | 4.98% |
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 | 11.37 | 5.91 |
Large Cap | 35.72 | 32.05 |
Small Cap | 13.92 | 19.03 |
Mid Cap | 38.99 | 43.01 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 7.95 | 0.58 |
Energy | 3.63 | - |
Technology | 10.22 | 7.22 |
Consumer Cyclical | 10.3 | 20.16 |
Industrials | 9.23 | 11.86 |
Financial Services | 26.86 | 27.29 |
Healthcare | 7.08 | 20.02 |
Real Estate | 3.34 | 6.87 |
Basic Materials | 7.48 | 4.33 |
Communication Services | 4.78 | 1.69 |
Consumer Defensive | 7.13 | - |
Utilities | 2.01 | - |
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