Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

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

Invest Now

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) ₹6250 Cr ₹2916 Cr ₹2916 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 3.91% 0.59% 0.59%
6 Month -1.91% -5.74% -5.74%
1 Year 14.47% 8.43% 8.43%
3 Year 21.74% 14.92% 14.92%
5 Year 24.41% 22.3% 22.3%

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 1.69% -0.88% -0.88%
1 Year 1.16% -7.04% -7.04%
3 Year 24.14% 16.85% 16.85%
5 Year 21.66% 17.23% 17.23%

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 13.52% 13.91% 13.91%
3 Year 14.27% 15.15% 15.15%
5 Year 14.77% 14.36% 14.36%

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% 15.222% 15.222%
Sharp 0.76% 0.407% 0.407%
Beta 0.97% 0.962% 0.962%
Alpha 2.95% -0.018% -0.018%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.8 6.28 6.28
Large Cap 35.92 40.11 40.11
Mid Cap 42.59 36.45 36.45
Small Cap 17.69 17.15 17.15

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 2.01 3.86 3.86
Communication Services 1.79 1.74 1.74
Consumer Cyclical 23.58 16.41 16.41
Healthcare 14.39 6.48 6.48
Real Estate 6.51 1.16 1.16
Financial Services 27.11 24.53 24.53
Basic Materials 4.56 9.16 9.16
Industrials 10.18 22.2 22.2
Consumer Defensive 2.23 2.77 2.77
Technology 7.63 6.14 6.14
Energy - 3.14 3.14
Utilities - 2.41 2.41

Top Comparisons

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns24.4%

VS

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

Compare Now

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns15.43%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns12.96%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns16.4%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.12%

Compare Now

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns24.22%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns14.89%

Compare Now
Add to Cart Successfully