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INVESCO INDIA LARGE & MID CAP FUND vs LIC MF Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
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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