- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7887 Cr | ₹4139 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 | -0.82% | -2.88% |
| 6 Month | 16.49% | 7.45% |
| 1 Year | 11.2% | -0.03% |
| 3 Year | 26.36% | 18.48% |
| 5 Year | 24.92% | 22.87% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 12.42% | 5.47% |
| 1 Year | 22.69% | 5.23% |
| 3 Year | 29% | 17.79% |
| 5 Year | 24.36% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.54% | 12.13% |
| 3 Year | 14.39% | 13.7% |
| 5 Year | 14.88% | 14.13% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 14.39% |
| Sharp | 1.49% | 1.11% |
| Beta | 0.98% | 0.98% |
| Alpha | 4.92% | 2.68% |
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 | 6.06 | 4.9 |
| Large Cap | 33.87 | 45.43 |
| Mid Cap | 41.58 | 36.87 |
| Small Cap | 18.49 | 12.81 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.1 | 2.18 |
| Communication Services | 1.84 | 2.53 |
| Consumer Cyclical | 20.78 | 12.13 |
| Healthcare | 16.54 | 7.89 |
| Real Estate | 7.29 | 1.97 |
| Financial Services | 28.31 | 28.06 |
| Technology | 5.99 | 11.82 |
| Basic Materials | 4.12 | 10.31 |
| Industrials | 13.02 | 14.32 |
| Energy | - | 4.95 |
| Utilities | - | 1.8 |
| Consumer Defensive | - | 2.04 |
Top Comparisons
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.87%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns18.48%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns24.88%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.9%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns24.57%
HDFC Mid-Cap Fund - Growth Plan
3Y Returns27.91%
