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INVESCO INDIA LARGE & MID CAP FUND vs Motilal Oswal Large and Midcap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7274 Cr | ₹10840 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Aug 2007 | 17 Oct 2019 |
| 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% | 70% |
| Expense Ratio | 1.8 | 1.73 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01247 | INF247L01965 |
| 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 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 6.63% | 2.98% |
| 6 Month | 6.2% | -0.25% |
| 1 Year | 15.56% | 15.82% |
| 3 Year | 30.54% | 34.77% |
| 5 Year | 26.63% | 30.37% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 16.2% | 16.33% |
| 1 Year | 24.81% | 19.8% |
| 3 Year | 30.24% | 30.51% |
| 5 Year | 24.96% | 27.3% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.54% | 28.46% |
| 3 Year | 14.39% | 25.72% |
| 5 Year | 14.88% | 26.25% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 19.22% |
| Sharp | 1.19% | 1.18% |
| Beta | 0.97% | 1.08% |
| Alpha | 4.13% | 10.94% |
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Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.36 | 4.04 |
| Large Cap | 34.86 | 35.63 |
| Mid Cap | 45.97 | 39.29 |
| Small Cap | 17.81 | 21.04 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.36 | 2.08 |
| Telecom - Services | 1.98 | - |
| Retailing | 13.58 | - |
| Healthcare Services | 8.28 | - |
| Realty | 7.49 | - |
| Insurance | 4.01 | - |
| Banks | 9.59 | - |
| Consumer Durables | 5.39 | - |
| Leisure Services | 3.85 | - |
| Industrial Products | 4.57 | - |
| Electrical Equipment | 2.98 | - |
| Capital Markets | 6.45 | - |
| Finance | 7.49 | - |
| Ferrous Metals | 0.86 | - |
| IT - Software | 3.38 | - |
| Auto Components | 1.1 | - |
| Automobiles | 2.74 | - |
| Pharmaceuticals & Biotechnology | 6.1 | - |
| Transport Services | 4.75 | - |
| Cement & Cement Products | 2.66 | - |
| Industrial Manufacturing | 1.39 | - |
| Consumer Cyclical | - | 26.27 |
| Healthcare | - | 1.96 |
| Financial Services | - | 14.33 |
| Industrials | - | 29.6 |
| Basic Materials | - | 3.12 |
| Technology | - | 10.92 |
| Real Estate | - | 5.68 |
| Communication Services | - | 6.04 |
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