INVESCO INDIA LARGE & MID CAP FUND vs Quant Large and Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8441 Cr | ₹3612 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 09 Jan 2007 |
| 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% | % |
| Expense Ratio | 1.8 | 1.9 |
| Manager | Aditya Khemani | Sanjeev Sharma |
| ISIN Code | INF205K01247 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.36% | 0.55% |
| 6 Month | 12.49% | 1.87% |
| 1 Year | 11.79% | -5.21% |
| 3 Year | 25.65% | 17.36% |
| 5 Year | 23.68% | 23.67% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.95% | -0.26% |
| 1 Year | 22.28% | 2.69% |
| 3 Year | 26.13% | 11.51% |
| 5 Year | 22.83% | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.51% | 14.06% |
| 3 Year | 14.64% | 16.58% |
| 5 Year | 14.97% | 14.66% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.64% | 16.673% |
| Sharp | 1.18% | 0.777% |
| Beta | 1.01% | 1.094% |
| Alpha | 4.98% | 4.454% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Aditya Khemani | Sanjeev Sharma |
| Total AUM | ₹12070 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.09 | 15.05 |
| Large Cap | 31.11 | 45.57 |
| Mid Cap | 42.59 | 36.58 |
| Small Cap | 20.21 | 2.8 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.2 | 9.27 |
| Communication Services | 1.58 | 3.76 |
| Consumer Cyclical | 20.78 | 8.48 |
| Healthcare | 19.65 | 7.29 |
| Real Estate | 6.65 | 3.57 |
| Financial Services | 27.61 | 11.02 |
| Technology | 7.94 | 4.21 |
| Basic Materials | 3.81 | 6.16 |
| Industrials | 11.78 | 15.12 |
| Energy | - | 9.84 |
| Consumer Defensive | - | 15.25 |
| Utilities | - | 6.02 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns26.54%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.94%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns21.19%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns25.4%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.56%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.81%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.17%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.14%