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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) | ₹9034 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 | -2.69% | -1.32% |
| 6 Month | 0.35% | -3.36% |
| 1 Year | 2.09% | -5.57% |
| 3 Year | 22.12% | 13.38% |
| 5 Year | 20.4% | 19.54% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.83% | 0.95% |
| 1 Year | 16.37% | 5.76% |
| 3 Year | 22.48% | 10.3% |
| 5 Year | 20.78% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.39% | 13.86% |
| 3 Year | 14.76% | 16.49% |
| 5 Year | 15.03% | 14.69% |
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 | 6.93 | 14.36 |
| Large Cap | 30.32 | 46.78 |
| Small Cap | 20.77 | 2.76 |
| Mid Cap | 41.98 | 36.1 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.73 | 8.23 |
| Communication Services | 1.65 | 4.12 |
| Consumer Cyclical | 20.27 | 8.33 |
| Healthcare | 19.25 | 7.49 |
| Real Estate | 7.65 | 3.72 |
| Financial Services | 29.75 | 10.87 |
| Technology | 6.17 | 5.93 |
| Basic Materials | 3.45 | 6.43 |
| Industrials | 11.1 | 16.39 |
| Energy | - | 10.52 |
| Consumer Defensive | - | 11.49 |
| Utilities | - | 6.48 |
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