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Motilal Oswal Large and Midcap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8441 Cr | ₹13778 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Aug 2007 | 17 Oct 2019 |
| 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% | 70% |
| Expense Ratio | 1.8 | 1.73 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01247 | INF247L01965 |
| 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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 3% | 2.42% |
| 6 Month | 13.88% | 17.83% |
| 1 Year | 11.91% | 7.42% |
| 3 Year | 24.41% | 27.5% |
| 5 Year | 23.88% | 28.53% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 0.35% | 1.59% |
| 1 Year | 13.22% | 15.98% |
| 3 Year | 22.49% | 23.73% |
| 5 Year | 20.76% | 23.27% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.51% | 26.13% |
| 3 Year | 14.64% | 26.08% |
| 5 Year | 14.97% | 27.91% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 18.32% |
| Sharp | 1.18% | 1.08% |
| Beta | 1.01% | 1.14% |
| Alpha | 4.98% | 6.11% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 6.09 | 10.93 |
| Large Cap | 31.11 | 27.98 |
| Mid Cap | 42.59 | 39.3 |
| Small Cap | 20.21 | 21.79 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 0.2 | 1.03 |
| Communication Services | 1.58 | - |
| Consumer Cyclical | 20.78 | 22.91 |
| Healthcare | 19.65 | 2.88 |
| Real Estate | 6.65 | 2.71 |
| Financial Services | 27.61 | 19.51 |
| Technology | 7.94 | 14.28 |
| Basic Materials | 3.81 | 2.45 |
| Industrials | 11.78 | 30.82 |
| Utilities | - | 3.41 |
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