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) | ₹9406 Cr | ₹4460 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 | -1% | 1.36% |
| 6 Month | 2.37% | 4.71% |
| 1 Year | 5.17% | 4.38% |
| 3 Year | 25.04% | 19.92% |
| 5 Year | 20.35% | 19.03% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.24% | 1.65% |
| 1 Year | 10.56% | 12.12% |
| 3 Year | 21.17% | 15.38% |
| 5 Year | 20.32% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.35% | 11.62% |
| 3 Year | 14.8% | 14.22% |
| 5 Year | 15.04% | 14.35% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 13.65% |
| Sharp | 1.15% | 0.78% |
| Beta | 1% | 0.97% |
| Alpha | 4.66% | -0.60% |
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 | 7.94 | 6.06 |
| Large Cap | 29.32 | 46.81 |
| Small Cap | 20.16 | 10.83 |
| Mid Cap | 42.57 | 36.3 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 1.52 |
| Communication Services | 1.61 | 3.14 |
| Consumer Cyclical | 20.42 | 13.35 |
| Healthcare | 18.7 | 7.58 |
| Real Estate | 7.19 | 2.41 |
| Financial Services | 30.26 | 29.3 |
| Technology | 6.01 | 11.91 |
| Basic Materials | 3.15 | 9.05 |
| Industrials | 11.16 | 13.23 |
| Energy | - | 4.22 |
| Utilities | - | 1.8 |
| Consumer Defensive | - | 2.48 |
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