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) | ₹25412 Cr | ₹7274 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 | 4.64% | 6.63% |
6 Month | 5.21% | 6.2% |
1 Year | 5.62% | 15.56% |
3 Year | 26.43% | 30.54% |
5 Year | 28.96% | 26.63% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 11.23% | 16.2% |
1 Year | 12.85% | 24.81% |
3 Year | 22.26% | 30.24% |
5 Year | 23% | 24.96% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 13.8% | 13.54% |
3 Year | 11.12% | 14.39% |
5 Year | 11.46% | 14.88% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.90% | 12.64% |
Sharp | 1.02% | 1.19% |
Beta | 1.01% | 0.97% |
Alpha | 4.36% | 4.13% |
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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 | 1.86 | 1.36 |
Large Cap | 46.7 | 34.86 |
Small Cap | 15.1 | 17.81 |
Mid Cap | 36.35 | 45.97 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 1.03 | 1.36 |
Communication Services | 2.8 | - |
Basic Materials | 5.38 | - |
Energy | 3.19 | - |
Technology | 11.17 | - |
Consumer Cyclical | 13.16 | - |
Healthcare | 12.81 | - |
Industrials | 11.76 | - |
Financial Services | 30.96 | - |
Consumer Defensive | 2.49 | - |
Utilities | 3.91 | - |
Real Estate | 1.35 | - |
Telecom - Services | - | 1.98 |
Retailing | - | 13.58 |
Healthcare Services | - | 8.28 |
Realty | - | 7.49 |
Insurance | - | 4.01 |
Banks | - | 9.59 |
Consumer Durables | - | 5.39 |
Leisure Services | - | 3.85 |
Industrial Products | - | 4.57 |
Electrical Equipment | - | 2.98 |
Capital Markets | - | 6.45 |
Finance | - | 7.49 |
Ferrous Metals | - | 0.86 |
IT - Software | - | 3.38 |
Auto Components | - | 1.1 |
Automobiles | - | 2.74 |
Pharmaceuticals & Biotechnology | - | 6.1 |
Transport Services | - | 4.75 |
Cement & Cement Products | - | 2.66 |
Industrial Manufacturing | - | 1.39 |
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