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PGIM India Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8441 Cr | ₹763 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 12 Feb 2024 |
| 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% | % |
| Expense Ratio | 1.8 | 2.33 |
| Manager | Aditya Khemani | Vinay Paharia |
| ISIN Code | INF205K01247 | INF663L01X88 |
| 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 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.54% | 2.25% |
| 6 Month | 14.74% | 7.8% |
| 1 Year | 12.52% | 8.16% |
| 3 Year | 24.49% | - |
| 5 Year | 23.84% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.16% | -0.08% |
| 1 Year | 12.44% | 8.21% |
| 3 Year | 22.41% | - |
| 5 Year | 20.64% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.51% | 7.49% |
| 3 Year | 14.64% | - |
| 5 Year | 14.97% | - |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.64% | - |
| Sharp | 1.18% | - |
| Beta | 1.01% | - |
| Alpha | 4.98% | - |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Name | Aditya Khemani | Vinay Paharia |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Funds Managed | 3 | 10 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.09 | 8.86 |
| Large Cap | 31.11 | 48.54 |
| Mid Cap | 42.59 | 39.44 |
| Small Cap | 20.21 | 3.17 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 0.2 | 4.74 |
| Communication Services | 1.58 | 5.99 |
| Consumer Cyclical | 20.78 | 14.57 |
| Healthcare | 19.65 | 9.11 |
| Real Estate | 6.65 | 1.66 |
| Financial Services | 27.61 | 26.15 |
| Technology | 7.94 | 6.89 |
| Basic Materials | 3.81 | 6.8 |
| Industrials | 11.78 | 14.54 |
| Energy | - | 4.94 |
| Consumer Defensive | - | 3.71 |
| Utilities | - | 0.9 |
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