PGIM India Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

PGIM India Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8125 Cr	₹731 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	2.03%	2.69%
6 Month	25.03%	17.29%
1 Year	6.24%	2.1%
3 Year	24%	-
5 Year	24.23%	-

SIP Return Analysis

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	6.38%	4.3%
1 Year	21.53%	14.64%
3 Year	26.59%	-
5 Year	22.88%	-

Rolling Lumpsum Returns

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	13.56%	8.65%
3 Year	14.49%	-
5 Year	14.94%	-

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	1.14%	-
Beta	1%	-
Alpha	5.8%	-

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	5.36	7.12
Large Cap	32.23	48.29
Mid Cap	43.5	41.48
Small Cap	18.9	3.11

Sector Allocation

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.93	4.15
Communication Services	1.71	5.99
Consumer Cyclical	20.4	13.88
Healthcare	19.28	10.17
Real Estate	7.26	1.81
Financial Services	26.98	26.51
Technology	5.78	6.66
Basic Materials	4.33	7.36
Industrials	12.32	13.42
Energy	-	5.26
Consumer Defensive	-	3.86
Utilities	-	0.92

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