- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
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) | ₹8125 Cr | ₹6651 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 | 2.5% | 3.29% |
| 6 Month | 26.16% | 16.46% |
| 1 Year | 6.28% | -1.62% |
| 3 Year | 25.33% | 15.58% |
| 5 Year | 23.87% | 20.18% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.38% | 3.78% |
| 1 Year | 21.53% | 9.7% |
| 3 Year | 26.59% | 15.18% |
| 5 Year | 22.88% | 15.49% |
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 | 12.64% | 13.60% |
| Sharp | 1.14% | 0.57% |
| Beta | 1% | 0.98% |
| Alpha | 5.8% | 0.69% |
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 | 5.91 | 4.85 |
| Large Cap | 32.05 | 44.66 |
| Mid Cap | 43.01 | 38.19 |
| Small Cap | 19.03 | 12.29 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.58 | 2.77 |
| Communication Services | 1.69 | 5.98 |
| Consumer Cyclical | 20.16 | 15.64 |
| Healthcare | 20.02 | 10.24 |
| Real Estate | 6.87 | 2.64 |
| Financial Services | 27.29 | 26.08 |
| Technology | 5.99 | 3.82 |
| Basic Materials | 4.33 | 8.54 |
| Industrials | 13.09 | 9.52 |
| Energy | - | 6.42 |
| Consumer Defensive | - | 5.69 |
| Utilities | - | 2.67 |
Top Comparisons
HSBC Focused Fund - Regular Growth
3Y Returns17.07%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.88%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.42%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.39%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.5%
Kotak Multi Asset Omni FOF - Growth
3Y Returns19.47%
