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 | 1.76% | 0.07% |
| 6 Month | 12.48% | 5.86% |
| 1 Year | 12.14% | 4.51% |
| 3 Year | 25.47% | 16.88% |
| 5 Year | 23.58% | 20.33% |
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 | 3.95% | 1.12% |
| 1 Year | 22.28% | 10.67% |
| 3 Year | 26.13% | 16.46% |
| 5 Year | 22.83% | 15.96% |
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 |
|---|---|---|
| Others | 6.09 | 5.83 |
| Large Cap | 31.11 | 38.33 |
| Mid Cap | 42.59 | 41.78 |
| Small Cap | 20.21 | 14.06 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.2 | 2.98 |
| Communication Services | 1.58 | 2.41 |
| Consumer Cyclical | 20.78 | 32.48 |
| Healthcare | 19.65 | 6.84 |
| Real Estate | 6.65 | 1.02 |
| Financial Services | 27.61 | 17.73 |
| Technology | 7.94 | 10.02 |
| Basic Materials | 3.81 | 7.41 |
| Industrials | 11.78 | 11.03 |
| Consumer Defensive | - | 5.21 |
| Utilities | - | 2.87 |
| Energy | - | 0 |
Top Comparisons
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns27.8%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns16.9%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.95%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.57%
UTI Mid Cap Fund-Growth Option
3Y Returns16.94%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.99%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%