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INVESCO INDIA LARGE & MID CAP FUND vs UTI Large & Mid Cap Fund compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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