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) | ₹23140 Cr | ₹6250 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 | 6.25% | 6.58% |
6 Month | -4.61% | -2.12% |
1 Year | 5.64% | 15% |
3 Year | 20.76% | 23.35% |
5 Year | 29.61% | 25.55% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 1.21% | 0.38% |
1 Year | -3.5% | 0.72% |
3 Year | 18.36% | 23.34% |
5 Year | 21.21% | 21.15% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 14.17% | 13.52% |
3 Year | 10.86% | 14.27% |
5 Year | 11.39% | 14.77% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.902% | 12.64% |
Sharp | 0.746% | 0.96% |
Beta | 1.012% | 0.97% |
Alpha | 4.586% | 3.49% |
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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 | 0.94 |
Large Cap | 46.7 | 37.3 |
Small Cap | 15.1 | 18.19 |
Mid Cap | 36.35 | 43.57 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 1.03 | 0.94 |
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 | - | 1.91 |
Retailing | - | 12.95 |
Healthcare Services | - | 7.54 |
Realty | - | 6.21 |
Insurance | - | 3.94 |
Banks | - | 11.11 |
Consumer Durables | - | 5.01 |
Leisure Services | - | 3.63 |
Industrial Products | - | 4.9 |
Electrical Equipment | - | 2.98 |
Capital Markets | - | 5.81 |
Finance | - | 7.73 |
Agricultural Food & other Products | - | 1.5 |
Ferrous Metals | - | 0.91 |
IT - Software | - | 4.4 |
Auto Components | - | 1.13 |
Automobiles | - | 2.61 |
Pharmaceuticals & Biotechnology | - | 6.01 |
Transport Services | - | 4.87 |
Cement & Cement Products | - | 2.7 |
Industrial Manufacturing | - | 1.21 |
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