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 | 4.39% | 3.99% |
6 Month | 3.51% | 3.34% |
1 Year | 4.09% | 12.27% |
3 Year | 26.05% | 29.59% |
5 Year | 28.39% | 25.66% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 11.3% | 13.34% |
1 Year | 14.15% | 21.5% |
3 Year | 21.6% | 28.37% |
5 Year | 22.6% | 24% |
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 | 4.34 | 0.58 |
Large Cap | 46.49 | 35.08 |
Small Cap | 14.47 | 21.32 |
Mid Cap | 34.71 | 43.02 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 2.25 | 0.58 |
Communication Services | 3.28 | - |
Basic Materials | 6.2 | - |
Energy | 3.22 | - |
Technology | 9.59 | - |
Consumer Cyclical | 12.33 | - |
Healthcare | 12.19 | - |
Industrials | 11.32 | - |
Financial Services | 31.36 | - |
Consumer Defensive | 2.65 | - |
Real Estate | 1.68 | - |
Utilities | 3.92 | - |
Telecom - Services | - | 1.83 |
Retailing | - | 14.58 |
Healthcare Services | - | 8.71 |
Realty | - | 7.41 |
Insurance | - | 4.45 |
Banks | - | 9.55 |
Consumer Durables | - | 5.01 |
Leisure Services | - | 1.74 |
IT - Software | - | 5.61 |
Industrial Products | - | 4.62 |
Electrical Equipment | - | 3 |
Capital Markets | - | 7.52 |
Finance | - | 7.39 |
Ferrous Metals | - | 0.89 |
Auto Components | - | 1.15 |
Automobiles | - | 2.02 |
Pharmaceuticals & Biotechnology | - | 4.62 |
Transport Services | - | 4.86 |
Cement & Cement Products | - | 3.11 |
Industrial Manufacturing | - | 1.35 |
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