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) | ₹7274 Cr | ₹36514 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 5.7% | 3.76% |
6 Month | -0.47% | -2.56% |
1 Year | 14.39% | 3.71% |
3 Year | 28.81% | 19.59% |
5 Year | 26.04% | 24.37% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.54% | 9.41% |
1 Year | 16.76% | 7.37% |
3 Year | 27.61% | 16.49% |
5 Year | 23.49% | 16.67% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.54% | 15.69% |
3 Year | 14.39% | 20.39% |
5 Year | 14.88% | 21.47% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.54% | 14.18% |
Sharp | 1.25% | 0.35% |
Beta | 0.97% | 0.958% |
Alpha | 4.09% | -1.215% |
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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 | 1.36 | 0.69 |
Large Cap | 34.86 | 48.77 |
Mid Cap | 45.97 | 35.26 |
Small Cap | 17.81 | 15.27 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.36 | 0.69 |
Telecom - Services | 1.98 | - |
Retailing | 13.58 | - |
Healthcare Services | 8.28 | - |
Realty | 7.49 | - |
Insurance | 4.01 | - |
Banks | 9.59 | - |
Consumer Durables | 5.39 | - |
Leisure Services | 3.85 | - |
Industrial Products | 4.57 | - |
Electrical Equipment | 2.98 | - |
Capital Markets | 6.45 | - |
Finance | 7.49 | - |
Ferrous Metals | 0.86 | - |
IT - Software | 3.38 | - |
Auto Components | 1.1 | - |
Automobiles | 2.74 | - |
Pharmaceuticals & Biotechnology | 6.1 | - |
Transport Services | 4.75 | - |
Cement & Cement Products | 2.66 | - |
Industrial Manufacturing | 1.39 | - |
Energy | - | 3.38 |
Technology | - | 9.15 |
Consumer Cyclical | - | 12.53 |
Basic Materials | - | 9.46 |
Industrials | - | 13.67 |
Financial Services | - | 28.3 |
Consumer Defensive | - | 2.7 |
Healthcare | - | 10.28 |
Real Estate | - | 1.69 |
Communication Services | - | 3.85 |
Utilities | - | 4.3 |
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