- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9034 Cr | ₹3612 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 09 Jan 2007 |
| 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 | 1.9 |
| Manager | Aditya Khemani | Sanjeev Sharma |
| ISIN Code | INF205K01247 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 0.59% | 0.84% |
| 6 Month | 9.96% | 1.32% |
| 1 Year | 12.13% | 0.39% |
| 3 Year | 24.46% | 15.5% |
| 5 Year | 22.24% | 21.86% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.04% | 0.67% |
| 1 Year | 15.62% | 4.61% |
| 3 Year | 23.64% | 11.43% |
| 5 Year | 21.55% | 15.68% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.41% | 13.93% |
| 3 Year | 14.75% | 16.53% |
| 5 Year | 15.02% | 14.67% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.64% | 16.673% |
| Sharp | 1.18% | 0.777% |
| Beta | 1% | 1.094% |
| Alpha | 4.73% | 4.454% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Aditya Khemani | Sanjeev Sharma |
| Total AUM | ₹12070 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.93 | 14.36 |
| Large Cap | 30.32 | 46.78 |
| Small Cap | 20.77 | 2.76 |
| Mid Cap | 41.98 | 36.1 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.73 | 8.23 |
| Communication Services | 1.65 | 4.12 |
| Consumer Cyclical | 20.27 | 8.33 |
| Healthcare | 19.25 | 7.49 |
| Real Estate | 7.65 | 3.72 |
| Financial Services | 29.75 | 10.87 |
| Technology | 6.17 | 5.93 |
| Basic Materials | 3.45 | 6.43 |
| Industrials | 11.1 | 16.39 |
| Energy | - | 10.52 |
| Consumer Defensive | - | 11.49 |
| Utilities | - | 6.48 |
Top Comparisons
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.39%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns15.77%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.9%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.9%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.65%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.21%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.99%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.51%
