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

Link copied to clipboard!

INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

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

Invest Now

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)	₹9034 Cr	₹3152 Cr	₹3152 Cr
Min Investment	₹1000	₹5000	₹5000
Min SIP Invesment	₹100	₹200	₹200
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

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	-0.96%	-1.09%	-1.09%
6 Month	4.25%	0.31%	0.31%
1 Year	4.64%	-2.4%	-2.4%
3 Year	22.79%	15.66%	15.66%
5 Year	21.04%	17.08%	17.08%

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	2.55%	1.56%	1.56%
1 Year	20.52%	10.12%	10.12%
3 Year	24.36%	15.5%	15.5%
5 Year	21.9%	15.3%	15.3%

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	13.39%	12.57%	12.57%
3 Year	14.76%	15.38%	15.38%
5 Year	15.03%	15.43%	15.43%

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%	12.59%	12.59%
Sharp	1.18%	0.72%	0.72%
Beta	1%	1.04%	1.04%
Alpha	4.73%	-2.49%	-2.49%

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

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	0.71	3.24	3.24
Large Cap	35.17	43.35	43.35
Mid Cap	41.04	35.63	35.63
Small Cap	23.08	17.78	17.78

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	0.71	3.24	3.24
Telecom - Services	1.65	2.52	2.52
Retailing	14.4	3.03	3.03
Auto Components	0.52	4.86	4.86
Healthcare Services	12.09	3.1	3.1
Realty	7.16	1.52	1.52
Insurance	4.25	-	-
Banks	9.54	15.16	15.16
Consumer Durables	6.13	0.61	0.61
Commercial Services & Supplies	0.48	-	-
IT - Software	3.93	5.38	5.38
Industrial Products	3.47	8.24	8.24
Electrical Equipment	1.93	5.15	5.15
Capital Markets	7.34	2.05	2.05
Finance	8.61	7.19	7.19
Automobiles	1.47	3.65	3.65
Pharmaceuticals & Biotechnology	7.16	4.15	4.15
Transport Services	4.83	2.1	2.1
Industrial Manufacturing	1.5	2.52	2.52
Cement & Cement Products	2.83	1.48	1.48
Petroleum Products	-	2	2
Food Products	-	0.91	0.91
IT - Services	-	0.67	0.67
Construction	-	1.73	1.73
Diversified FMCG	-	2.02	2.02
Other Utilities	-	0.28	0.28
Leisure Services	-	2.17	2.17
Fertilizers & Agrochemicals	-	2.36	2.36
Personal Products	-	1.36	1.36
Agricultural Food & other Products	-	1.88	1.88
Power	-	1.09	1.09
Aerospace & Defense	-	1.87	1.87
Chemicals & Petrochemicals	-	1.48	1.48
Minerals & Mining	-	0.75	0.75
Textiles & Apparels	-	1.45	1.45
Gas	-	1.01	1.01
Transport Infrastructure	-	1.02	1.02