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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 | -1.57% | -3.55% |
| 6 Month | 0.3% | -1.53% |
| 1 Year | 4.92% | 3.8% |
| 3 Year | 19.99% | 23.4% |
| 5 Year | 21.77% | 19.56% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 1.79% | -0.98% |
| 1 Year | 12.35% | 12.36% |
| 3 Year | 15.39% | 20.85% |
| 5 Year | 17.98% | 20.12% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 13.17% | 13.35% |
| 3 Year | 13.15% | 14.8% |
| 5 Year | 12.33% | 15.04% |
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 | 5.09 | 7.94 |
| Large Cap | 44.28 | 29.32 |
| Small Cap | 11.85 | 20.16 |
| Mid Cap | 38.78 | 42.57 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 1.02 | 1.5 |
| Communication Services | 3.22 | 1.61 |
| Energy | 3.16 | - |
| Technology | 10.31 | 6.01 |
| Consumer Cyclical | 13.6 | 20.42 |
| Healthcare | 12.4 | 18.7 |
| Basic Materials | 6.59 | 3.15 |
| Consumer Defensive | 2.91 | - |
| Industrials | 9.8 | 11.16 |
| Financial Services | 31.25 | 30.26 |
| Real Estate | 2.34 | 7.19 |
| Utilities | 3.4 | - |
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