INVESCO INDIA LARGE & MID CAP FUND vs UTI Large & Mid Cap Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹4047 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 30 Jul 2005 |
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% | 32% |
Expense Ratio | 1.8 | 1.9 |
Manager | Aditya Khemani | V Srivatsa |
ISIN Code | INF205K01247 | INF789F01869 |
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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.18% | 5.49% |
6 Month | 5.17% | 3% |
1 Year | 17.87% | 13.95% |
3 Year | 27.55% | 25.72% |
5 Year | 27.94% | 31.26% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.24% | 5.54% |
1 Year | 10.38% | 4.96% |
3 Year | 26.72% | 22.97% |
5 Year | 22.94% | 22.62% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.52% | 9.5% |
3 Year | 14.27% | 9.15% |
5 Year | 14.77% | 10.86% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.64% | 12.33% |
Sharp | 0.96% | 1% |
Beta | 0.97% | 0.92% |
Alpha | 3.49% | 3.43% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Aditya Khemani | V Srivatsa |
Total AUM | ₹12070 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 3.89 |
Large Cap | 37.3 | 45.7 |
Mid Cap | 43.57 | 37.27 |
Small Cap | 18.19 | 12.98 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 3.89 |
Telecom - Services | 1.91 | 5.38 |
Retailing | 12.95 | 0.28 |
Healthcare Services | 7.54 | - |
Realty | 6.21 | 2.84 |
Insurance | 3.94 | 3.34 |
Banks | 11.11 | 20.82 |
Consumer Durables | 5.01 | 1.37 |
Leisure Services | 3.63 | 1.88 |
Industrial Products | 4.9 | 0.46 |
Electrical Equipment | 2.98 | - |
Capital Markets | 5.81 | 2.77 |
Finance | 7.73 | 5.53 |
Agricultural Food & other Products | 1.5 | - |
Ferrous Metals | 0.91 | 1.09 |
IT - Software | 4.4 | 7.3 |
Auto Components | 1.13 | 2.2 |
Automobiles | 2.61 | 5.02 |
Pharmaceuticals & Biotechnology | 6.01 | 7.06 |
Transport Services | 4.87 | 3.36 |
Cement & Cement Products | 2.7 | 1.88 |
Industrial Manufacturing | 1.21 | - |
Petroleum Products | - | 1.87 |
Construction | - | 1.77 |
Textiles & Apparels | - | 1.17 |
Gas | - | 0.09 |
Diversified FMCG | - | 3.13 |
Fertilizers & Agrochemicals | - | 2.61 |
Diversified Metals | - | 2.8 |
Personal Products | - | 2.28 |
Oil | - | 1.28 |
Other Consumer Services | - | 0.81 |
Chemicals & Petrochemicals | - | 0.7 |
Minerals & Mining | - | 1.42 |
Entertainment | - | 0.61 |
Power | - | 2.04 |
Paper, Forest & Jute Products | - | 0.79 |
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