Mirae Asset Large & Midcap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9406 Cr | ₹42981 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 09 Jul 2010 |
| 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% | 52% |
| Expense Ratio | 1.8 | 1.54 |
| Manager | Aditya Khemani | Neelesh Surana |
| ISIN Code | INF205K01247 | INF769K01101 |
| 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 | Mirae Asset Large & Midcap 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.8% | 0.08% |
| 6 Month | 3.77% | 6.58% |
| 1 Year | 3.28% | 3.85% |
| 3 Year | 23.21% | 16.62% |
| 5 Year | 20.61% | 17.88% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.52% | 3.46% |
| 1 Year | 15.77% | 20.39% |
| 3 Year | 21.96% | 15.6% |
| 5 Year | 20.49% | 15.05% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.39% | 14.93% |
| 3 Year | 14.76% | 20.09% |
| 5 Year | 15.03% | 21.42% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 13.54% |
| Sharp | 1.15% | 0.73% |
| Beta | 1% | 0.98% |
| Alpha | 4.66% | -1.46% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Neelesh Surana |
| Total AUM | ₹12070 Cr | ₹49127 Cr |
| Funds Managed | 3 | 2 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.93 | 3.52 |
| Large Cap | 30.32 | 51.49 |
| Small Cap | 20.77 | 13.38 |
| Mid Cap | 41.98 | 31.62 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.73 | 2.15 |
| Communication Services | 1.65 | 4.04 |
| Consumer Cyclical | 20.27 | 15.75 |
| Healthcare | 19.25 | 10.57 |
| Real Estate | 7.65 | 2.17 |
| Financial Services | 29.75 | 29.28 |
| Technology | 6.17 | 8.39 |
| Basic Materials | 3.45 | 6.51 |
| Industrials | 11.1 | 9.8 |
| Energy | - | 3.24 |
| Consumer Defensive | - | 4.81 |
| Utilities | - | 3.29 |
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