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) | ₹8007 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 | 0.89% | -1.01% |
6 Month | 21.91% | 14.01% |
1 Year | 12.94% | -0.16% |
3 Year | 25.65% | 15.55% |
5 Year | 24.42% | 20.84% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.77% | 3.84% |
1 Year | 18.19% | 5.82% |
3 Year | 26.71% | 14.28% |
5 Year | 23% | 14.91% |
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% | 13.61% |
Sharp | 1.29% | 0.71% |
Beta | 0.99% | 0.99% |
Alpha | 5.64% | 0.44% |
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 | 5.36 | 1.7 |
Large Cap | 32.23 | 50.62 |
Mid Cap | 43.5 | 34.29 |
Small Cap | 18.9 | 13.38 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.93 | 0.96 |
Communication Services | 1.71 | 3.54 |
Consumer Cyclical | 20.4 | 15.37 |
Healthcare | 19.28 | 11.83 |
Real Estate | 7.26 | 1.87 |
Financial Services | 26.98 | 27.62 |
Technology | 5.78 | 9.48 |
Basic Materials | 4.33 | 7.27 |
Industrials | 12.32 | 10.87 |
Energy | - | 3.41 |
Consumer Defensive | - | 4.44 |
Utilities | - | 3.34 |
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