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) | ₹9997 Cr | ₹8007 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 | -1.53% | -2.5% |
6 Month | 14.79% | 22.26% |
1 Year | -3.34% | 6.2% |
3 Year | 23.58% | 24.52% |
5 Year | 24.07% | 23.01% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 1.75% | 4.23% |
1 Year | 5.19% | 13.69% |
3 Year | 20.18% | 24.85% |
5 Year | 21.1% | 22.1% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 13.51% | 13.56% |
3 Year | 12.23% | 14.49% |
5 Year | 11.2% | 14.94% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 13.41% | 12.64% |
Sharp | 1.25% | 1.29% |
Beta | 0.95% | 0.99% |
Alpha | 7.90% | 5.64% |
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 | 8.16 | 5.36 |
Large Cap | 38.79 | 32.23 |
Small Cap | 13.63 | 18.9 |
Mid Cap | 39.42 | 43.5 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 5.26 | 1.93 |
Energy | 3.78 | - |
Technology | 10.04 | 5.78 |
Consumer Cyclical | 9.6 | 20.4 |
Industrials | 9.53 | 12.32 |
Financial Services | 29.98 | 26.98 |
Basic Materials | 7.25 | 4.33 |
Healthcare | 6.79 | 19.28 |
Real Estate | 3.67 | 7.26 |
Communication Services | 4.54 | 1.71 |
Consumer Defensive | 6.73 | - |
Utilities | 2.83 | - |
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