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) | ₹8441 Cr | ₹4133 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 | 3% | 3.55% |
| 6 Month | 13.88% | 9.15% |
| 1 Year | 11.91% | 3.31% |
| 3 Year | 24.41% | 17.35% |
| 5 Year | 23.88% | 21.85% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.35% | -0.29% |
| 1 Year | 13.22% | 5.68% |
| 3 Year | 22.49% | 13.71% |
| 5 Year | 20.76% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 11.81% |
| 3 Year | 14.64% | 13.98% |
| 5 Year | 14.97% | 14.26% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.69% | 13.65% |
| Sharp | 1.13% | 0.77% |
| Beta | 1.00% | 0.97% |
| Alpha | 4.66% | -1.05% |
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 | 6.09 | 5.33 |
| Large Cap | 31.11 | 46.98 |
| Mid Cap | 42.59 | 36.16 |
| Small Cap | 20.21 | 11.52 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.2 | 2.25 |
| Communication Services | 1.58 | 2.32 |
| Consumer Cyclical | 20.78 | 12.74 |
| Healthcare | 19.65 | 8.63 |
| Real Estate | 6.65 | 1.8 |
| Financial Services | 27.61 | 27.67 |
| Technology | 7.94 | 11.41 |
| Basic Materials | 3.81 | 10.18 |
| Industrials | 11.78 | 14.25 |
| Energy | - | 4.14 |
| Utilities | - | 2.06 |
| Consumer Defensive | - | 2.57 |
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