INVESCO INDIA LARGE & MID CAP FUND vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹26849 Cr | ₹7887 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 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 | 9.01% | 73% |
Expense Ratio | 1.66 | 1.8 |
Manager | Dhruv Muchhal | Aditya Khemani |
ISIN Code | INF179KA1RT1 | INF205K01247 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | -2.02% | -0.82% |
6 Month | 9.51% | 16.49% |
1 Year | -1.02% | 11.2% |
3 Year | 21.61% | 26.36% |
5 Year | 27.35% | 24.92% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 6.34% | 12.42% |
1 Year | 8.64% | 22.69% |
3 Year | 19.83% | 29% |
5 Year | 21.45% | 24.36% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 13.8% | 13.54% |
3 Year | 11.12% | 14.39% |
5 Year | 11.46% | 14.88% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | 14.53% | 12.64% |
Sharp | 1.25% | 1.49% |
Beta | 1.01% | 0.98% |
Alpha | 4.47% | 4.92% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Dhruv Muchhal | Aditya Khemani |
Total AUM | ₹520687 Cr | ₹12070 Cr |
Funds Managed | 40 | 3 |
HDFC Large and Mid Cap Fund - Growth Option | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.83 | 6.06 |
Large Cap | 45.07 | 33.87 |
Small Cap | 14.56 | 18.49 |
Mid Cap | 35.53 | 41.58 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 1.78 | 2.1 |
Communication Services | 3.31 | 1.84 |
Basic Materials | 6.4 | 4.12 |
Energy | 3.2 | - |
Technology | 9.69 | 5.99 |
Consumer Cyclical | 12.95 | 20.78 |
Healthcare | 12.12 | 16.54 |
Industrials | 11.12 | 13.02 |
Financial Services | 31.13 | 28.31 |
Consumer Defensive | 2.5 | - |
Real Estate | 2.01 | 7.29 |
Utilities | 3.78 | - |
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