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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) | ₹26949 Cr | ₹8441 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 | 5.09% | 4.81% |
| 6 Month | 9.93% | 14.38% |
| 1 Year | 6.24% | 13.18% |
| 3 Year | 21.42% | 25.38% |
| 5 Year | 27.06% | 24.17% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.95% | 3.47% |
| 1 Year | 15% | 21.91% |
| 3 Year | 18.2% | 26.05% |
| 5 Year | 19.8% | 22.78% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.35% | 13.51% |
| 3 Year | 11.41% | 14.64% |
| 5 Year | 11.57% | 14.97% |
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 | 0.95% | 1.18% |
| Beta | 1.04% | 1.01% |
| Alpha | 4.04% | 4.98% |
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 | 3.81 | 6.09 |
| Large Cap | 44.55 | 31.11 |
| Small Cap | 13.45 | 20.21 |
| Mid Cap | 38.19 | 42.59 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 0.73 | 0.2 |
| Communication Services | 3.14 | 1.58 |
| Energy | 3.18 | - |
| Technology | 9.66 | 7.94 |
| Consumer Cyclical | 14.45 | 20.78 |
| Healthcare | 12.85 | 19.65 |
| Basic Materials | 6.85 | 3.81 |
| Consumer Defensive | 2.74 | - |
| Industrials | 10.27 | 11.78 |
| Financial Services | 30.08 | 27.61 |
| Real Estate | 2.33 | 6.65 |
| Utilities | 3.73 | - |
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