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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) | ₹8441 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 | 0.83% | 0.37% |
| 6 Month | 20.78% | 6.98% |
| 1 Year | 6.09% | -11.03% |
| 3 Year | 26.23% | 17.6% |
| 5 Year | 23.46% | 23.22% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.71% | -0.61% |
| 1 Year | 22.01% | 2.52% |
| 3 Year | 25.55% | 11.26% |
| 5 Year | 22.34% | 15.66% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.51% | 14.06% |
| 3 Year | 14.64% | 16.58% |
| 5 Year | 14.97% | 14.66% |
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 | 1.01% | 1.094% |
| Alpha | 4.98% | 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 | 5.91 | 8.54 |
| Large Cap | 32.05 | 51 |
| Mid Cap | 43.01 | 37.88 |
| Small Cap | 19.03 | 2.59 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.58 | 7.82 |
| Communication Services | 1.69 | 3.66 |
| Consumer Cyclical | 20.16 | 7.67 |
| Healthcare | 20.02 | 6.95 |
| Real Estate | 6.87 | 3.7 |
| Financial Services | 27.29 | 10.64 |
| Technology | 7.22 | 4.35 |
| Basic Materials | 4.33 | 6.46 |
| Industrials | 11.86 | 15.16 |
| Energy | - | 11.58 |
| Consumer Defensive | - | 16.97 |
| Utilities | - | 5.03 |
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