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) | ₹9344 Cr | ₹25626 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹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 | -6.21% | -5.23% |
| 6 Month | -7.65% | -7.79% |
| 1 Year | 7.56% | 1.52% |
| 3 Year | 21.87% | 14.55% |
| 5 Year | 17.04% | 13.91% |
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 | -4.25% | -4.2% |
| 1 Year | 4.59% | -1.18% |
| 3 Year | 17.55% | 9.95% |
| 5 Year | 18.33% | 12.04% |
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 | 13.29% | 14.91% |
| 3 Year | 14.87% | 16.51% |
| 5 Year | 15.07% | 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 | 1.14% | 0.75% |
| Beta | 1.01% | 0.94% |
| Alpha | 3.7% | -2.13% |
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 | 9.19 | 8.06 |
| Large Cap | 30.19 | 36.31 |
| Small Cap | 19.62 | 12.01 |
| Mid Cap | 40.99 | 43.61 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.25 | 2.78 |
| Communication Services | 1.72 | 2.65 |
| Consumer Cyclical | 20.26 | 31.47 |
| Healthcare | 18.77 | 7.83 |
| Real Estate | 7.06 | 2.08 |
| Financial Services | 29.54 | 17 |
| Technology | 5.35 | 9.12 |
| Basic Materials | 3.04 | 6.65 |
| Industrials | 12.01 | 11.44 |
| Consumer Defensive | - | 5.92 |
| Utilities | - | 3.05 |
Top Comparisons
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.09%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns20.6%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.03%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.05%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns17.27%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.1%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns6.83%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns6.83%