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 | ₹43542 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 | -3.49% | -0.59% |
| 6 Month | -0.65% | 3.8% |
| 1 Year | 4.06% | 7.88% |
| 3 Year | 24.07% | 17.84% |
| 5 Year | 19.97% | 17.72% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.98% | 3.53% |
| 1 Year | 12.36% | 17.91% |
| 3 Year | 20.85% | 15.03% |
| 5 Year | 20.12% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.35% | 14.88% |
| 3 Year | 14.8% | 20.08% |
| 5 Year | 15.04% | 21.39% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.70% | 13.54% |
| Sharp | 1.10% | 0.73% |
| Beta | 1.00% | 0.98% |
| Alpha | 4.57% | -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 | 7.94 | 3.52 |
| Large Cap | 29.32 | 52.53 |
| Small Cap | 20.16 | 13.7 |
| Mid Cap | 42.57 | 30.25 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 0.55 |
| Communication Services | 1.61 | 3.83 |
| Consumer Cyclical | 20.42 | 16.33 |
| Healthcare | 18.7 | 11.13 |
| Real Estate | 7.19 | 2.14 |
| Financial Services | 30.26 | 30.91 |
| Technology | 6.01 | 8.03 |
| Basic Materials | 3.15 | 6.36 |
| Industrials | 11.16 | 9.93 |
| Energy | - | 2.81 |
| Consumer Defensive | - | 4.82 |
| Utilities | - | 3.16 |
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