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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) | ₹8007 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 | 0.89% | -2.68% |
| 6 Month | 21.91% | 7.15% |
| 1 Year | 12.94% | -12.05% |
| 3 Year | 25.65% | 17.28% |
| 5 Year | 24.42% | 22.4% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 8.77% | -0.37% |
| 1 Year | 18.19% | -6.09% |
| 3 Year | 26.71% | 11.73% |
| 5 Year | 23% | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.56% | 14.36% |
| 3 Year | 14.49% | 16.59% |
| 5 Year | 14.94% | 14.6% |
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 | 1.29% | 0.777% |
| Beta | 0.99% | 1.094% |
| Alpha | 5.64% | 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 | 5.36 | 12.6 |
| Large Cap | 32.23 | 47.52 |
| Mid Cap | 43.5 | 37.02 |
| Small Cap | 18.9 | 2.86 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.93 | 11.88 |
| Communication Services | 1.71 | 3.82 |
| Consumer Cyclical | 20.4 | 7.95 |
| Healthcare | 19.28 | 7.27 |
| Real Estate | 7.26 | 3.75 |
| Financial Services | 26.98 | 10.37 |
| Technology | 5.78 | 1.41 |
| Basic Materials | 4.33 | 7.21 |
| Industrials | 12.32 | 13.47 |
| Energy | - | 11.78 |
| Consumer Defensive | - | 16.32 |
| Utilities | - | 4.77 |
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