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LIC MF Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
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) | ₹8007 Cr | ₹3101 Cr | ₹3101 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 |
Trailing Lumpsum Returns
| 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 | -0.7% | -2.58% | -2.58% |
| 6 Month | 21.08% | 10.99% | 10.99% |
| 1 Year | 12.85% | -1.02% | -1.02% |
| 3 Year | 24.89% | 15.14% | 15.14% |
| 5 Year | 24.5% | 20.61% | 20.61% |
SIP Return Analysis
| 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 | 8.77% | 1.96% | 1.96% |
| 1 Year | 18.19% | 1.13% | 1.13% |
| 3 Year | 26.71% | 15.95% | 15.95% |
| 5 Year | 23% | 15.88% | 15.88% |
Rolling Lumpsum Returns
| 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 | 13.56% | 13.18% | 13.18% |
| 3 Year | 14.49% | 15.19% | 15.19% |
| 5 Year | 14.94% | 15.17% | 15.17% |
Risk Management
| 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% | 14.76% | 14.76% |
| Sharp | 1.29% | 0.72% | 0.72% |
| Beta | 0.99% | 0.98% | 0.98% |
| Alpha | 5.64% | 1.41% | 1.41% |
Fund Managers
| 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 |
Market Cap
| 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 | 5.36 | 4.14 | 4.14 |
| Large Cap | 32.23 | 40.93 | 40.93 |
| Mid Cap | 43.5 | 35.49 | 35.49 |
| Small Cap | 18.9 | 19.44 | 19.44 |
Sector Allocation
| 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 | 1.93 | 2.42 | 2.42 |
| Communication Services | 1.71 | 1.99 | 1.99 |
| Consumer Cyclical | 20.4 | 15.27 | 15.27 |
| Healthcare | 19.28 | 7.32 | 7.32 |
| Real Estate | 7.26 | 1.44 | 1.44 |
| Financial Services | 26.98 | 25.01 | 25.01 |
| Technology | 5.78 | 6.11 | 6.11 |
| Basic Materials | 4.33 | 7.85 | 7.85 |
| Industrials | 12.32 | 22.71 | 22.71 |
| Energy | - | 1.9 | 1.9 |
| Consumer Defensive | - | 5.42 | 5.42 |
| Utilities | - | 2.57 | 2.57 |
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