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) | ₹8441 Cr | ₹40822 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 | -0.81% | 2.06% |
| 6 Month | 14.8% | 13.63% |
| 1 Year | 11.15% | 7.4% |
| 3 Year | 23.96% | 17% |
| 5 Year | 22.24% | 19.44% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.07% | 3.74% |
| 1 Year | 19.42% | 17.91% |
| 3 Year | 24.21% | 15.45% |
| 5 Year | 21.62% | 15.06% |
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% | 15.01% |
| 3 Year | 14.75% | 20.13% |
| 5 Year | 15.01% | 21.43% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 13.60% |
| Sharp | 1.18% | 0.79% |
| Beta | 1% | 0.98% |
| Alpha | 4.73% | -1.04% |
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 | 6.09 | 2.04 |
| Large Cap | 31.11 | 52.76 |
| Mid Cap | 42.59 | 31.34 |
| Small Cap | 20.21 | 13.86 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.2 | 1.16 |
| Communication Services | 1.58 | 3.74 |
| Consumer Cyclical | 20.78 | 16.44 |
| Healthcare | 19.65 | 10.23 |
| Real Estate | 6.65 | 1.79 |
| Financial Services | 27.61 | 29.28 |
| Technology | 7.94 | 7.82 |
| Basic Materials | 3.81 | 6.96 |
| Industrials | 11.78 | 10.81 |
| Energy | - | 3.52 |
| Consumer Defensive | - | 5.05 |
| Utilities | - | 3.21 |
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