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) | ₹6250 Cr | ₹8447 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 | 8.51% | 9.38% |
6 Month | 1.38% | -4.8% |
1 Year | 18.9% | 15.16% |
3 Year | 26.76% | 29.1% |
5 Year | 26.45% | 30.14% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 0.17% | -3.25% |
1 Year | -2.46% | -9.93% |
3 Year | 21.71% | 21.25% |
5 Year | 20.16% | 22.07% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.52% | 31.85% |
3 Year | 14.27% | 25.93% |
5 Year | 14.77% | 25.61% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 12.64% | 16.577% |
Sharp | 0.96% | 0.899% |
Beta | 0.97% | 0.963% |
Alpha | 3.49% | 7.354% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.94 | 4.04 |
Large Cap | 37.3 | 35.63 |
Mid Cap | 43.57 | 39.29 |
Small Cap | 18.19 | 21.04 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 0.94 | 2.08 |
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 | - |
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 |
Top Comparisons
HSBC Low Duration Fund - Regular Growth
3Y Returns7.36%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.87%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns22.3%
Quant Large Cap Fund Regular - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.2%
LIC MF Money Market Fund Regular - Growth
3Y Returns0%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.1%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns7.29%