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INVESCO INDIA LARGE & MID CAP FUND vs LIC MF Large & Mid Cap Fund compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹6250 Cr ₹2916 Cr ₹2916 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 09 Aug 2007 25 Feb 2015 25 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 73% % 46%
Expense Ratio 1.8 1.9 1.9
Manager Aditya Khemani Yogesh Patil Yogesh Patil
ISIN Code INF205K01247 INF767K01NB5 INF767K01NB5
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 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - 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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month 6.18% 5.63% 5.63%
6 Month 5.17% 0.91% 0.91%
1 Year 17.87% 11.09% 11.09%
3 Year 27.55% 20.23% 20.23%
5 Year 27.94% 25.44% 25.44%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month 7.24% 5.28% 5.28%
1 Year 10.38% 3.08% 3.08%
3 Year 26.72% 19.64% 19.64%
5 Year 22.94% 18.52% 18.52%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 13.52% 13.91% 13.91%
3 Year 14.27% 15.15% 15.15%
5 Year 14.77% 14.36% 14.36%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 12.64% 15.222% 15.222%
Sharp 0.96% 0.407% 0.407%
Beta 0.97% 0.962% 0.962%
Alpha 3.49% -0.018% -0.018%

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Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Aditya Khemani Yogesh Patil Yogesh Patil
Total AUM ₹12070 Cr ₹5898 Cr ₹5898 Cr
Funds Managed 3 7 7
INVESCO INDIA LARGE & MID CAP FUND - Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 0.94 6.28 6.28
Large Cap 37.3 40.11 40.11
Mid Cap 43.57 36.45 36.45
Small Cap 18.19 17.15 17.15

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 0.94 3.86 3.86
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 - 3.14 3.14
Technology - 6.14 6.14
Consumer Defensive - 2.77 2.77
Financial Services - 24.53 24.53
Utilities - 2.41 2.41
Basic Materials - 9.16 9.16
Consumer Cyclical - 16.41 16.41
Industrials - 22.2 22.2
Communication Services - 1.74 1.74
Healthcare - 6.48 6.48
Real Estate - 1.16 1.16

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