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 | 4.96% | 5.64% |
| 6 Month | 14.64% | 11.75% |
| 1 Year | 14.35% | 8.1% |
| 3 Year | 25.34% | 18.1% |
| 5 Year | 24.07% | 21.23% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.47% | 4.34% |
| 1 Year | 21.91% | 18.48% |
| 3 Year | 26.05% | 16.58% |
| 5 Year | 22.78% | 15.95% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 15.14% |
| 3 Year | 14.64% | 20.17% |
| 5 Year | 14.97% | 21.51% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 13.45% |
| Sharp | 1.18% | 0.73% |
| Beta | 1.01% | 1.01% |
| Alpha | 4.98% | 0.96% |
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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