Canara Robeco Emerging Equities vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹9034 Cr | ₹26269 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 11 Mar 2005 |
| 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% | 22% |
| Expense Ratio | 1.8 | 1.61 |
| Manager | Aditya Khemani | Shridatta Bhandwaldar |
| ISIN Code | INF205K01247 | INF760K01167 |
| 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 | Canara Robeco Emerging Equities - Regular Plan - 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 | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.96% | -1.57% |
| 6 Month | 4.25% | 0.59% |
| 1 Year | 4.64% | -2.04% |
| 3 Year | 22.79% | 15.07% |
| 5 Year | 21.04% | 17.21% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.83% | -0.59% |
| 1 Year | 16.37% | 7.5% |
| 3 Year | 22.48% | 13.75% |
| 5 Year | 20.78% | 14.16% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.39% | 15.04% |
| 3 Year | 14.76% | 16.55% |
| 5 Year | 15.03% | 18.13% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 12% |
| Sharp | 1.15% | 0.73% |
| Beta | 1% | 0.94% |
| Alpha | 4.66% | -1.76% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Shridatta Bhandwaldar |
| Total AUM | ₹12070 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.93 | 5.75 |
| Large Cap | 30.32 | 37.63 |
| Small Cap | 20.77 | 13.7 |
| Mid Cap | 41.98 | 42.92 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.73 | 1.93 |
| Communication Services | 1.65 | 2.47 |
| Consumer Cyclical | 20.27 | 31.94 |
| Healthcare | 19.25 | 7.64 |
| Real Estate | 7.65 | 2.03 |
| Financial Services | 29.75 | 17.02 |
| Technology | 6.17 | 10.48 |
| Basic Materials | 3.45 | 6.75 |
| Industrials | 11.1 | 11.06 |
| Consumer Defensive | - | 5.83 |
| Utilities | - | 2.84 |
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