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) | ₹6250 Cr | ₹6470 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 | 5.88% | 5.28% |
6 Month | -3.27% | -5.8% |
1 Year | 15.34% | 6.87% |
3 Year | 23.37% | 16.45% |
5 Year | 25.24% | 23.93% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.17% | -0.44% |
1 Year | -2.46% | -6.54% |
3 Year | 21.71% | 13.47% |
5 Year | 20.16% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.52% | 11.53% |
3 Year | 14.27% | 14.16% |
5 Year | 14.77% | 12.49% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.64% | 14.877% |
Sharp | 0.96% | 0.357% |
Beta | 0.97% | 0.998% |
Alpha | 3.49% | -1.131% |
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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 | 0.94 | 3.47 |
Large Cap | 37.3 | 52.13 |
Mid Cap | 43.57 | 35.95 |
Small Cap | 18.19 | 8.46 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 0.94 | 3.47 |
Telecom - Services | 1.91 | - |
Retailing | 12.95 | - |
Healthcare Services | 7.54 | - |
Realty | 6.21 | - |
Insurance | 3.94 | - |
Banks | 11.11 | - |
Consumer Durables | 5.01 | - |
Leisure Services | 3.63 | - |
Industrial Products | 4.9 | - |
Electrical Equipment | 2.98 | - |
Capital Markets | 5.81 | - |
Finance | 7.73 | - |
Agricultural Food & other Products | 1.5 | - |
Ferrous Metals | 0.91 | - |
IT - Software | 4.4 | - |
Auto Components | 1.13 | - |
Automobiles | 2.61 | - |
Pharmaceuticals & Biotechnology | 6.01 | - |
Transport Services | 4.87 | - |
Cement & Cement Products | 2.7 | - |
Industrial Manufacturing | 1.21 | - |
Energy | - | 6.53 |
Technology | - | 7.5 |
Communication Services | - | 5.74 |
Basic Materials | - | 4.8 |
Industrials | - | 12.24 |
Financial Services | - | 23.3 |
Healthcare | - | 9.93 |
Consumer Cyclical | - | 16.44 |
Real Estate | - | 2.54 |
Consumer Defensive | - | 5.14 |
Utilities | - | 2.39 |
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