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Sundaram Large and Midcap Fund Regular Plan vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8007 Cr | ₹6789 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2007 | 27 Feb 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% | 25% |
| Expense Ratio | 1.8 | 1.85 |
| Manager | Aditya Khemani | Ashish Aggarwal |
| ISIN Code | INF205K01247 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - 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 | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.7% | -1.56% |
| 6 Month | 21.08% | 11.11% |
| 1 Year | 12.85% | 0.69% |
| 3 Year | 24.89% | 15.03% |
| 5 Year | 24.5% | 20.44% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.77% | 3.6% |
| 1 Year | 18.19% | 3.89% |
| 3 Year | 26.71% | 14.32% |
| 5 Year | 23% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.56% | 10.83% |
| 3 Year | 14.49% | 14.22% |
| 5 Year | 14.94% | 12.76% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.68% | 13.68% |
| Sharp | 1.23% | 0.73% |
| Beta | 1.00% | 0.98% |
| Alpha | 8.76% | 0.80% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Ashish Aggarwal |
| Total AUM | ₹12070 Cr | ₹9635 Cr |
| Funds Managed | 3 | 7 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.36 | 5.3 |
| Large Cap | 32.23 | 45.65 |
| Mid Cap | 43.5 | 37.21 |
| Small Cap | 18.9 | 11.84 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.93 | 2.13 |
| Communication Services | 1.71 | 7.15 |
| Consumer Cyclical | 20.4 | 15.72 |
| Healthcare | 19.28 | 9.95 |
| Real Estate | 7.26 | 2.64 |
| Financial Services | 26.98 | 26.53 |
| Technology | 5.78 | 3.55 |
| Basic Materials | 4.33 | 7.94 |
| Industrials | 12.32 | 9.09 |
| Energy | - | 6.6 |
| Consumer Defensive | - | 5.95 |
| Utilities | - | 2.74 |
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