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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) | ₹9034 Cr | ₹14870 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 | -1.86% | -2.44% |
| 6 Month | 8.79% | 5.22% |
| 1 Year | 13.41% | 7.05% |
| 3 Year | 24.53% | 26.42% |
| 5 Year | 22.03% | 25.26% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -0.04% | 0.12% |
| 1 Year | 15.62% | 12.85% |
| 3 Year | 23.64% | 22.9% |
| 5 Year | 21.55% | 23.07% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.39% | 24.75% |
| 3 Year | 14.75% | 26.13% |
| 5 Year | 15.01% | 28.07% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 18.32% |
| Sharp | 1.18% | 1.08% |
| Beta | 1% | 1.14% |
| Alpha | 4.73% | 6.11% |
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 | 6.93 | 11.05 |
| Large Cap | 30.32 | 27.14 |
| Small Cap | 20.77 | 22.25 |
| Mid Cap | 41.98 | 39.56 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 0.73 | 0.67 |
| Communication Services | 1.65 | - |
| Consumer Cyclical | 20.27 | 21.89 |
| Healthcare | 19.25 | 3 |
| Real Estate | 7.65 | 3.01 |
| Financial Services | 29.75 | 20.87 |
| Technology | 6.17 | 14.57 |
| Basic Materials | 3.45 | 2.59 |
| Industrials | 11.1 | 30.47 |
| Utilities | - | 2.93 |
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