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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) | ₹26406 Cr | ₹8007 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 | -2.55% | -1.29% |
| 6 Month | 14.71% | 23.28% |
| 1 Year | -3.99% | 6.89% |
| 3 Year | 19.83% | 24.36% |
| 5 Year | 23.92% | 23.23% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.68% | 4.23% |
| 1 Year | 3.43% | 13.69% |
| 3 Year | 16.32% | 24.85% |
| 5 Year | 19.28% | 22.1% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.53% | 13.56% |
| 3 Year | 11.24% | 14.49% |
| 5 Year | 11.53% | 14.94% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.97% | 12.64% |
| Sharp | 1.00% | 1.29% |
| Beta | 1.02% | 0.99% |
| Alpha | 4.48% | 5.64% |
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 | 3.57 | 5.36 |
| Large Cap | 44.13 | 32.23 |
| Small Cap | 14.19 | 18.9 |
| Mid Cap | 38.11 | 43.5 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 0.65 | 1.93 |
| Communication Services | 3.21 | 1.71 |
| Energy | 3.12 | - |
| Technology | 9.6 | 5.78 |
| Consumer Cyclical | 13.7 | 20.4 |
| Healthcare | 12.95 | 19.28 |
| Industrials | 10.83 | 12.32 |
| Basic Materials | 6.59 | 4.33 |
| Consumer Defensive | 2.6 | - |
| Financial Services | 30.65 | 26.98 |
| Real Estate | 2.4 | 7.26 |
| Utilities | 3.7 | - |
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