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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) | ₹9034 Cr | ₹6998 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 | -2.03% | -1.22% |
| 6 Month | -0.27% | 2.13% |
| 1 Year | 1.67% | -1.39% |
| 3 Year | 22.2% | 14.98% |
| 5 Year | 20.32% | 17.48% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.83% | 3.17% |
| 1 Year | 16.37% | 15.2% |
| 3 Year | 22.48% | 14.63% |
| 5 Year | 20.78% | 14.83% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.39% | 10.41% |
| 3 Year | 14.76% | 14.43% |
| 5 Year | 15.03% | 13.13% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 12.94% |
| Sharp | 1.15% | 0.76% |
| Beta | 1% | 0.96% |
| Alpha | 4.66% | -1.65% |
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 | 6.93 | 4.68 |
| Large Cap | 30.32 | 44.66 |
| Small Cap | 20.77 | 11.92 |
| Mid Cap | 41.98 | 38.74 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.73 | 1.92 |
| Communication Services | 1.65 | 5.36 |
| Consumer Cyclical | 20.27 | 14.56 |
| Healthcare | 19.25 | 9.89 |
| Real Estate | 7.65 | 2.8 |
| Financial Services | 29.75 | 28.45 |
| Technology | 6.17 | 4 |
| Basic Materials | 3.45 | 8.73 |
| Industrials | 11.1 | 11.08 |
| Energy | - | 6.96 |
| Consumer Defensive | - | 4.53 |
| Utilities | - | 1.73 |
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