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) | ₹8441 Cr | ₹25484 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 | 0.77% | -0.09% |
| 6 Month | 13.56% | 7.16% |
| 1 Year | 9.23% | 1.56% |
| 3 Year | 24.04% | 15.63% |
| 5 Year | 22.79% | 19.27% |
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 | 3.7% | 1.8% |
| 1 Year | 19.88% | 10.87% |
| 3 Year | 24.96% | 16.15% |
| 5 Year | 22.08% | 15.6% |
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 | 13.51% | 15.16% |
| 3 Year | 14.64% | 16.52% |
| 5 Year | 14.97% | 18.07% |
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 | 1.18% | 0.76% |
| Beta | 1.01% | 0.95% |
| Alpha | 4.98% | -1.28% |
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 |
|---|---|---|
| Large Cap | 37.72 | 50.44 |
| Mid Cap | 40.15 | 38.02 |
| Small Cap | 22.13 | 11.41 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.14 | 2.81 |
| Telecom - Services | 1.58 | 2.17 |
| Retailing | 14.26 | 7.41 |
| Healthcare Services | 12.18 | 3.26 |
| Realty | 6.66 | 1.02 |
| Insurance | 4.47 | - |
| Banks | 8.14 | 11.04 |
| Consumer Durables | 5.99 | 5.82 |
| Leisure Services | 1.34 | 7.97 |
| IT - Software | 4.05 | 5.25 |
| Industrial Products | 3.73 | 0.76 |
| Electrical Equipment | 2.05 | 3.72 |
| Capital Markets | 6.37 | 2.14 |
| Finance | 8.63 | 4.17 |
| Automobiles | 1.73 | 7.67 |
| Pharmaceuticals & Biotechnology | 7.48 | 3.58 |
| Transport Services | 5.15 | 0.75 |
| Industrial Manufacturing | 2.98 | 2.12 |
| Cement & Cement Products | 3.07 | 1.48 |
| Chemicals & Petrochemicals | - | 2.55 |
| Paper, Forest & Jute Products | - | 0.98 |
| Aerospace & Defense | - | 4.06 |
| Auto Components | - | 6.82 |
| Non - Ferrous Metals | - | 0.42 |
| Agricultural Food & other Products | - | 2.08 |
| Beverages | - | 2.28 |
| Food Products | - | 0.84 |
| Power | - | 2.87 |
| Entertainment | - | 0.24 |
| Household Products | - | 0.1 |
| Financial Technology (Fintech) | - | 0.59 |
| Diversified | - | 0.86 |
| Fertilizers & Agrochemicals | - | 1.28 |
| Construction | - | 0.21 |
| Textiles & Apparels | - | 0.55 |
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