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INVESCO INDIA LARGE & MID CAP FUND vs Sundaram Large and Midcap Fund Regular Plan compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6250 Cr | ₹6470 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2007 | 27 Feb 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% | 25% |
| Expense Ratio | 1.8 | 1.85 |
| Manager | Aditya Khemani | Ashish Aggarwal |
| ISIN Code | INF205K01247 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - 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 | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.72% | 3.1% |
| 6 Month | -1.05% | -4.51% |
| 1 Year | 15.87% | 6.99% |
| 3 Year | 22.1% | 15.05% |
| 5 Year | 25.11% | 23.65% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.69% | 0.39% |
| 1 Year | 1.16% | -4.99% |
| 3 Year | 24.14% | 15.31% |
| 5 Year | 21.66% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.52% | 11.53% |
| 3 Year | 14.27% | 14.16% |
| 5 Year | 14.77% | 12.49% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 14.877% |
| Sharp | 0.76% | 0.357% |
| Beta | 0.97% | 0.998% |
| Alpha | 2.95% | -1.131% |
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Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Ashish Aggarwal |
| Total AUM | ₹12070 Cr | ₹9635 Cr |
| Funds Managed | 3 | 7 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.8 | 3.47 |
| Large Cap | 35.92 | 52.13 |
| Mid Cap | 42.59 | 35.95 |
| Small Cap | 17.69 | 8.46 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.01 | 3.47 |
| Communication Services | 1.79 | 5.74 |
| Consumer Cyclical | 23.58 | 16.44 |
| Healthcare | 14.39 | 9.93 |
| Real Estate | 6.51 | 2.54 |
| Financial Services | 27.11 | 23.3 |
| Basic Materials | 4.56 | 4.8 |
| Industrials | 10.18 | 12.24 |
| Consumer Defensive | 2.23 | 5.14 |
| Technology | 7.63 | 7.5 |
| Energy | - | 6.53 |
| Utilities | - | 2.39 |
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