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

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹8441 Cr	₹3047 Cr	₹3047 Cr
Min Investment	₹1000	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹1000	₹500	₹500
Launch Date	09 Aug 2007	25 Feb 2015	25 Feb 2015
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	73%	%	46%
Expense Ratio	1.8	1.9	1.9
Manager	Aditya Khemani	Yogesh Patil	Yogesh Patil
ISIN Code	INF205K01247	INF767K01NB5	INF767K01NB5
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	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month	0.46%	0.71%	0.71%
6 Month	22.54%	14.33%	14.33%
1 Year	6.17%	-2.87%	-2.87%
3 Year	25.3%	16.2%	16.2%
5 Year	23.29%	19.73%	19.73%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month	3.71%	1.11%	1.11%
1 Year	22.01%	8.11%	8.11%
3 Year	25.55%	15.95%	15.95%
5 Year	22.34%	15.52%	15.52%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year	13.51%	12.96%	12.96%
3 Year	14.64%	15.22%	15.22%
5 Year	14.97%	15.28%	15.28%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation	12.64%	14.85%	14.85%
Sharp	1.18%	0.60%	0.60%
Beta	1.01%	1.02%	1.02%
Alpha	4.98%	-0.07%	-0.07%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name	Aditya Khemani	Yogesh Patil	Yogesh Patil
Total AUM	₹12070 Cr	₹5898 Cr	₹5898 Cr
Funds Managed	3	7	7
	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	5.91	4.04	4.04
Large Cap	32.05	42.61	42.61
Mid Cap	43.01	35.21	35.21
Small Cap	19.03	18.15	18.15

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	0.58	1.89	1.89
Communication Services	1.69	2.41	2.41
Consumer Cyclical	20.16	16.5	16.5
Healthcare	20.02	7.26	7.26
Real Estate	6.87	1.42	1.42
Financial Services	27.29	24.46	24.46
Technology	7.22	6.47	6.47
Basic Materials	4.33	8.93	8.93
Industrials	11.86	20.81	20.81
Energy	-	1.91	1.91
Consumer Defensive	-	5.45	5.45
Utilities	-	2.47	2.47