INVESCO INDIA LARGE & MID CAP FUND vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11799 Cr | ₹9406 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2005 | 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 | 71% | 73% |
| Expense Ratio | 1.78 | 1.8 |
| Manager | Manish Gunwani | Aditya Khemani |
| ISIN Code | INF194K01524 | INF205K01247 |
| Exits Load | Bandhan Core Equity Fund - Regular Plan - 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 | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | -1.23% | -2.18% |
| 6 Month | 7.23% | 4.34% |
| 1 Year | 5.46% | 2.76% |
| 3 Year | 22.63% | 23.23% |
| 5 Year | 22% | 20.12% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.5% | -0.52% |
| 1 Year | 17.3% | 15.77% |
| 3 Year | 19.95% | 21.96% |
| 5 Year | 20.53% | 20.49% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 12.94% | 13.35% |
| 3 Year | 12.5% | 14.8% |
| 5 Year | 11.54% | 15.04% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 12.64% |
| Sharp | 1.15% | 1.15% |
| Beta | 0.95% | 1% |
| Alpha | 4.33% | 4.66% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Manish Gunwani | Aditya Khemani |
| Total AUM | ₹8731 Cr | ₹12070 Cr |
| Funds Managed | 4 | 3 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 9.63 | 7.94 |
| Large Cap | 34.4 | 29.32 |
| Mid Cap | 39.4 | 42.57 |
| Small Cap | 16.58 | 20.16 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.9 | 1.5 |
| Energy | 3.53 | - |
| Technology | 12.13 | 6.01 |
| Basic Materials | 4.84 | 3.15 |
| Industrials | 9.76 | 11.16 |
| Financial Services | 31.37 | 30.26 |
| Healthcare | 9.67 | 18.7 |
| Consumer Cyclical | 7.45 | 20.42 |
| Real Estate | 3.67 | 7.19 |
| Communication Services | 5.55 | 1.61 |
| Consumer Defensive | 6.22 | - |
| Utilities | 0.92 | - |
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