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HDFC Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
HDFC Large and Mid Cap Fund - Growth Option
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28892 Cr | ₹9406 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 09 Aug 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 | 9.01% | 73% |
| Expense Ratio | 1.66 | 1.8 |
| Manager | Dhruv Muchhal | Aditya Khemani |
| ISIN Code | INF179KA1RT1 | INF205K01247 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | -1.27% | -0.93% |
| 6 Month | 3.02% | 3.33% |
| 1 Year | 2.25% | 3.5% |
| 3 Year | 19.08% | 22.98% |
| 5 Year | 22.04% | 20.67% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 1.12% | -0.52% |
| 1 Year | 13.75% | 15.77% |
| 3 Year | 15.75% | 21.96% |
| 5 Year | 17.91% | 20.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.19% | 13.39% |
| 3 Year | 13.1% | 14.76% |
| 5 Year | 12.3% | 15.03% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.88% | 12.64% |
| Sharp | 0.89% | 1.15% |
| Beta | 1.01% | 1% |
| Alpha | 0.81% | 4.66% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Aditya Khemani |
| Total AUM | ₹520687 Cr | ₹12070 Cr |
| Funds Managed | 40 | 3 |
| HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 5.29 | 6.93 |
| Large Cap | 43.58 | 30.32 |
| Small Cap | 12.99 | 20.77 |
| Mid Cap | 38.14 | 41.98 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.87 | 0.73 |
| Communication Services | 3.23 | 1.65 |
| Energy | 3.22 | - |
| Technology | 9.69 | 6.17 |
| Consumer Cyclical | 13.57 | 20.27 |
| Healthcare | 12.61 | 19.25 |
| Basic Materials | 6.63 | 3.45 |
| Consumer Defensive | 2.8 | - |
| Industrials | 10.06 | 11.1 |
| Financial Services | 30.26 | 29.75 |
| Real Estate | 2.46 | 7.65 |
| Utilities | 3.6 | - |
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