- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8441 Cr | ₹4993 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 | 4.81% | 5.32% |
| 6 Month | 14.38% | 8.65% |
| 1 Year | 13.18% | 4.33% |
| 3 Year | 25.38% | 21.94% |
| 5 Year | 24.17% | 26.12% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.47% | 2.03% |
| 1 Year | 21.91% | 11.61% |
| 3 Year | 26.05% | 19.13% |
| 5 Year | 22.78% | 19.64% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 9.38% |
| 3 Year | 14.64% | 10.11% |
| 5 Year | 14.97% | 11.35% |
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 | 1.18% | 1.08% |
| Beta | 1.01% | 0.95% |
| Alpha | 4.98% | 2.88% |
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 | 6.09 | 3.93 |
| Large Cap | 31.11 | 48.52 |
| Mid Cap | 42.59 | 34.85 |
| Small Cap | 20.21 | 12.7 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.2 | 2.42 |
| Communication Services | 1.58 | 5.03 |
| Consumer Cyclical | 20.78 | 11.04 |
| Healthcare | 19.65 | 8.5 |
| Real Estate | 6.65 | 2.42 |
| Financial Services | 27.61 | 29.29 |
| Technology | 7.94 | 9.66 |
| Basic Materials | 3.81 | 8.43 |
| Industrials | 11.78 | 8.14 |
| Energy | - | 7.34 |
| Consumer Defensive | - | 5.59 |
| Utilities | - | 2.14 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns16.8%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns23.44%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.01%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.02%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns18.28%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns15.92%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns14.37%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns22.04%
