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) | ₹8125 Cr | ₹40554 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 | 2.5% | 4.28% |
6 Month | 26.16% | 19.1% |
1 Year | 6.28% | -0.78% |
3 Year | 25.33% | 16.74% |
5 Year | 23.87% | 20.93% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.38% | 4.98% |
1 Year | 21.53% | 14.25% |
3 Year | 26.59% | 15.83% |
5 Year | 22.88% | 15.53% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.56% | 15.41% |
3 Year | 14.49% | 20.32% |
5 Year | 14.94% | 21.56% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.64% | 13.70% |
Sharp | 1.14% | 0.60% |
Beta | 1% | 1.00% |
Alpha | 5.8% | 0.94% |
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 | 5.91 | 1.6 |
Large Cap | 32.05 | 52.77 |
Mid Cap | 43.01 | 32.27 |
Small Cap | 19.03 | 13.36 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.58 | 0.78 |
Communication Services | 1.69 | 3.39 |
Consumer Cyclical | 20.16 | 16.27 |
Healthcare | 20.02 | 10.36 |
Real Estate | 6.87 | 1.88 |
Financial Services | 27.29 | 27.82 |
Technology | 5.99 | 9.02 |
Basic Materials | 4.33 | 7.66 |
Industrials | 13.09 | 11.35 |
Energy | - | 3.58 |
Consumer Defensive | - | 4.9 |
Utilities | - | 3 |
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