Edelweiss Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8125 Cr | ₹4042 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2007 | 14 Jun 2007 |
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% | 30% |
Expense Ratio | 1.8 | 1.87 |
Manager | Aditya Khemani | Trideep Bhattacharya |
ISIN Code | INF205K01247 | INF843K01047 |
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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.03% | 2.55% |
6 Month | 25.03% | 15.48% |
1 Year | 6.24% | -2.02% |
3 Year | 24% | 16.25% |
5 Year | 24.23% | 21.9% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.38% | 3.79% |
1 Year | 21.53% | 9.6% |
3 Year | 26.59% | 16.79% |
5 Year | 22.88% | 16.96% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.56% | 11.94% |
3 Year | 14.49% | 13.85% |
5 Year | 14.94% | 14.2% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.64% | 13.74% |
Sharp | 1.14% | 0.68% |
Beta | 1% | 0.98% |
Alpha | 5.8% | 2.19% |
Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Aditya Khemani | Trideep Bhattacharya |
Total AUM | ₹12070 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.36 | 5.86 |
Large Cap | 32.23 | 44.8 |
Mid Cap | 43.5 | 36.98 |
Small Cap | 18.9 | 12.37 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.93 | 3.06 |
Communication Services | 1.71 | 2.45 |
Consumer Cyclical | 20.4 | 11.71 |
Healthcare | 19.28 | 9.15 |
Real Estate | 7.26 | 1.87 |
Financial Services | 26.98 | 27.9 |
Technology | 5.78 | 11.27 |
Basic Materials | 4.33 | 10.86 |
Industrials | 12.32 | 13.07 |
Energy | - | 4.73 |
Utilities | - | 1.82 |
Consumer Defensive | - | 2.11 |
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