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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) | ₹9406 Cr | ₹15055 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 | -2.04% | -2.42% |
| 6 Month | -2.17% | -5.26% |
| 1 Year | 5.57% | -3.3% |
| 3 Year | 22.94% | 23.59% |
| 5 Year | 18.25% | 20.94% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -2.58% | -4.03% |
| 1 Year | 7.34% | 3.98% |
| 3 Year | 18.41% | 16.25% |
| 5 Year | 18.64% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.32% | 23.64% |
| 3 Year | 14.84% | 26.07% |
| 5 Year | 15.05% | 27.5% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.64% | 13.45% |
| Sharp | 1.14% | 0.98% |
| Beta | 1.01% | 1.16% |
| Alpha | 3.7% | 3.1% |
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 | 7.94 | 21.7 |
| Large Cap | 29.32 | 24.96 |
| Small Cap | 20.16 | 15.88 |
| Mid Cap | 42.57 | 37.46 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.5 | 1.17 |
| Communication Services | 1.61 | - |
| Consumer Cyclical | 20.42 | 21.8 |
| Healthcare | 18.7 | 3.41 |
| Real Estate | 7.19 | 3.1 |
| Financial Services | 30.26 | 29.21 |
| Technology | 6.01 | 10.55 |
| Basic Materials | 3.15 | 2.88 |
| Industrials | 11.16 | 27.89 |
| Utilities | - | 0 |
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