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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) | ₹7887 Cr | ₹6893 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 | -0.69% | -2.42% |
| 6 Month | 12.19% | 4.53% |
| 1 Year | 14.93% | 2.26% |
| 3 Year | 25.07% | 15.76% |
| 5 Year | 24.2% | 20.59% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.91% | 4.88% |
| 1 Year | 16.38% | 3.05% |
| 3 Year | 26.53% | 14.48% |
| 5 Year | 22.93% | 15.5% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.56% | 10.83% |
| 3 Year | 14.49% | 14.22% |
| 5 Year | 14.94% | 12.76% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.64% | 13.68% |
| Sharp | 1.49% | 0.73% |
| Beta | 0.98% | 1.00% |
| Alpha | 4.92% | 0.27% |
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 | 6.06 | 5.95 |
| Large Cap | 33.87 | 47.06 |
| Mid Cap | 41.58 | 36.23 |
| Small Cap | 18.49 | 10.77 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.1 | 2.6 |
| Communication Services | 1.84 | 7.28 |
| Consumer Cyclical | 20.78 | 15.85 |
| Healthcare | 16.54 | 9.13 |
| Real Estate | 7.29 | 2.52 |
| Financial Services | 28.31 | 27.28 |
| Technology | 5.99 | 3.86 |
| Basic Materials | 4.12 | 7.44 |
| Industrials | 13.02 | 8.83 |
| Energy | - | 7.04 |
| Consumer Defensive | - | 5.4 |
| Utilities | - | 2.76 |
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