INVESCO INDIA LARGE & MID CAP FUND vs Edelweiss Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹3610 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2007 | 14 Jun 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 | 73% | 30% |
Expense Ratio | 1.8 | 1.87 |
Manager | Aditya Khemani | Trideep Bhattacharya |
ISIN Code | INF205K01247 | INF843K01047 |
Exits Load | 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.96% | 7.19% |
6 Month | 5.68% | 1.2% |
1 Year | 18.78% | 12.73% |
3 Year | 27.46% | 21.77% |
5 Year | 27.01% | 26.02% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.24% | 5.08% |
1 Year | 10.38% | 3.41% |
3 Year | 26.72% | 18.98% |
5 Year | 22.94% | 18.99% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.52% | 12.44% |
3 Year | 14.27% | 13.57% |
5 Year | 14.77% | 14.04% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.64% | 14.02% |
Sharp | 0.96% | 0.675% |
Beta | 0.97% | 0.965% |
Alpha | 3.49% | 1.947% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Aditya Khemani | Trideep Bhattacharya |
Total AUM | ₹12070 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 2.57 |
Large Cap | 37.3 | 46.81 |
Mid Cap | 43.57 | 36.47 |
Small Cap | 18.19 | 14.15 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 1.51 |
Telecom - Services | 1.91 | - |
Retailing | 12.95 | - |
Healthcare Services | 7.54 | - |
Realty | 6.21 | - |
Insurance | 3.94 | - |
Banks | 11.11 | - |
Consumer Durables | 5.01 | - |
Leisure Services | 3.63 | - |
Industrial Products | 4.9 | - |
Electrical Equipment | 2.98 | - |
Capital Markets | 5.81 | - |
Finance | 7.73 | - |
Agricultural Food & other Products | 1.5 | - |
Ferrous Metals | 0.91 | - |
IT - Software | 4.4 | - |
Auto Components | 1.13 | - |
Automobiles | 2.61 | - |
Pharmaceuticals & Biotechnology | 6.01 | - |
Transport Services | 4.87 | - |
Cement & Cement Products | 2.7 | - |
Industrial Manufacturing | 1.21 | - |
Energy | - | 3.08 |
Industrials | - | 12.99 |
Technology | - | 14.48 |
Consumer Cyclical | - | 17.31 |
Basic Materials | - | 7.14 |
Financial Services | - | 25.92 |
Healthcare | - | 9.24 |
Utilities | - | 1.83 |
Consumer Defensive | - | 2.29 |
Real Estate | - | 2.38 |
Communication Services | - | 1.82 |
Top Comparisons
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns23.66%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns25.66%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns19.8%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns19.97%
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.74%
DSP Savings Fund - Regular Plan - Growth
3Y Returns6.98%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.62%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.59%