Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA LARGE & MID CAP FUND vs Quant Large and Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9406 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% 0.24%
6 Month 2.37% 0.33%
1 Year 5.17% 0.14%
3 Year 25.04% 17.45%
5 Year 20.35% 19.27%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
6 Month -2.24% -0.34%
1 Year 10.56% 3.04%
3 Year 21.17% 10.16%
5 Year 20.32% 14.77%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
1 Year 13.35% 13.79%
3 Year 14.8% 16.43%
5 Year 15.04% 14.7%

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 1.15% 0.777%
Beta 1% 1.094%
Alpha 4.66% 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 7.94 22.6
Large Cap 29.32 45.35
Small Cap 20.16 2.81
Mid Cap 42.57 29.24

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Quant Large and Mid Cap Fund-Growth

Others 1.5 16.78
Communication Services 1.61 2.23
Consumer Cyclical 20.42 8.93
Healthcare 18.7 6.96
Real Estate 7.19 3.59
Financial Services 30.26 11.09
Technology 6.01 5.82
Basic Materials 3.15 6.08
Industrials 11.16 12.84
Energy - 10.11
Consumer Defensive - 9.37
Utilities - 6.2

Top Comparisons

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns17.61%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns18.22%

Compare Now

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns18.22%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns6.67%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.92%

Compare Now

ICICI Prudential Multi Sector Passive FOF - Growth ICICI Prudential Multi Sector Passive FOF - Growth

3Y Returns18.82%

VS

Axis Multi Factor FoF Passive - Regular Plan - Growth Option Axis Multi Factor FoF Passive - Regular Plan - Growth Option

3Y Returns14.45%

Compare Now
Add to Cart Successfully