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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) | ₹8441 Cr | ₹6740 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 | 3% | 3.51% |
| 6 Month | 13.88% | 8.76% |
| 1 Year | 11.91% | 4.22% |
| 3 Year | 24.41% | 16.3% |
| 5 Year | 23.88% | 21.11% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.35% | 0.95% |
| 1 Year | 13.22% | 7.9% |
| 3 Year | 22.49% | 13.05% |
| 5 Year | 20.76% | 14.12% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.51% | 10.64% |
| 3 Year | 14.64% | 14.28% |
| 5 Year | 14.97% | 12.91% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.69% | 13.49% |
| Sharp | 1.13% | 0.71% |
| Beta | 1.00% | 0.96% |
| Alpha | 4.66% | -1.82% |
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 | 6.09 | 5.37 |
| Large Cap | 31.11 | 44.26 |
| Mid Cap | 42.59 | 38.01 |
| Small Cap | 20.21 | 12.36 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.2 | 3.16 |
| Communication Services | 1.58 | 5.83 |
| Consumer Cyclical | 20.78 | 15.48 |
| Healthcare | 19.65 | 10.25 |
| Real Estate | 6.65 | 2.58 |
| Financial Services | 27.61 | 26.64 |
| Technology | 7.94 | 3.67 |
| Basic Materials | 3.81 | 8.57 |
| Industrials | 11.78 | 10.75 |
| Energy | - | 6.69 |
| Consumer Defensive | - | 4.69 |
| Utilities | - | 1.69 |
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