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) | ₹8007 Cr | ₹25551 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 | 0.89% | 0.33% |
6 Month | 21.91% | 14.53% |
1 Year | 12.94% | 3.32% |
3 Year | 25.65% | 16.85% |
5 Year | 24.42% | 21.28% |
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 | 8.77% | 3.86% |
1 Year | 18.19% | 6.16% |
3 Year | 26.71% | 16.67% |
5 Year | 23% | 16.37% |
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 | 13.56% | 15.38% |
3 Year | 14.49% | 16.53% |
5 Year | 14.94% | 17.99% |
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 | 1.29% | 0.84% |
Beta | 0.99% | 0.95% |
Alpha | 5.64% | -1.39% |
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 | 5.36 | 5.89 |
Large Cap | 32.23 | 36.38 |
Mid Cap | 43.5 | 42.85 |
Small Cap | 18.9 | 14.88 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.93 | 2.78 |
Communication Services | 1.71 | 2.23 |
Consumer Cyclical | 20.4 | 31.78 |
Healthcare | 19.28 | 7.52 |
Real Estate | 7.26 | 1.05 |
Financial Services | 26.98 | 17.66 |
Technology | 5.78 | 10.06 |
Basic Materials | 4.33 | 7.01 |
Industrials | 12.32 | 11.8 |
Consumer Defensive | - | 4.6 |
Utilities | - | 3.25 |
Energy | - | 0.26 |
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