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UTI Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6250 Cr | ₹4047 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 30 Jul 2005 |
| 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% | 32% |
| Expense Ratio | 1.8 | 1.9 |
| Manager | Aditya Khemani | V Srivatsa |
| ISIN Code | INF205K01247 | INF789F01869 |
| 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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.91% | 3.61% |
| 6 Month | -1.91% | -4.21% |
| 1 Year | 14.47% | 10.61% |
| 3 Year | 21.74% | 21.2% |
| 5 Year | 24.41% | 28.33% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.69% | 1.09% |
| 1 Year | 1.16% | -2.25% |
| 3 Year | 24.14% | 21.37% |
| 5 Year | 21.66% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.52% | 9.5% |
| 3 Year | 14.27% | 9.15% |
| 5 Year | 14.77% | 10.86% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 12.33% |
| Sharp | 0.76% | 0.81% |
| Beta | 0.97% | 0.92% |
| Alpha | 2.95% | 3.15% |
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Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | V Srivatsa |
| Total AUM | ₹12070 Cr | ₹7921 Cr |
| Funds Managed | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.8 | 5.62 |
| Large Cap | 35.92 | 44.64 |
| Mid Cap | 42.59 | 37.19 |
| Small Cap | 17.69 | 12.55 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 3.44 |
| Communication Services | 1.79 | 6.29 |
| Consumer Cyclical | 23.58 | 11.34 |
| Healthcare | 14.39 | 6.82 |
| Real Estate | 6.51 | 2.42 |
| Financial Services | 27.11 | 33.25 |
| Basic Materials | 4.56 | 11.45 |
| Industrials | 10.18 | 6.02 |
| Consumer Defensive | 2.23 | 6.43 |
| Technology | 7.63 | 8.04 |
| Energy | - | 2.44 |
| Utilities | - | 2.07 |
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