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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) | ₹8441 Cr | ₹4993 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% | 3.52% |
| 6 Month | 13.88% | 7.71% |
| 1 Year | 11.91% | 3.47% |
| 3 Year | 24.41% | 21.2% |
| 5 Year | 23.88% | 25.91% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.16% | 0.17% |
| 1 Year | 12.44% | 6.78% |
| 3 Year | 22.41% | 16.64% |
| 5 Year | 20.64% | 18.06% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 9.38% |
| 3 Year | 14.64% | 10.11% |
| 5 Year | 14.97% | 11.35% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.69% | 13.34% |
| Sharp | 1.13% | 1.03% |
| Beta | 1.00% | 0.95% |
| Alpha | 4.66% | 2.43% |
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 | 6.09 | 3.93 |
| Large Cap | 31.11 | 48.52 |
| Mid Cap | 42.59 | 34.85 |
| Small Cap | 20.21 | 12.7 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.2 | 2.42 |
| Communication Services | 1.58 | 5.03 |
| Consumer Cyclical | 20.78 | 11.04 |
| Healthcare | 19.65 | 8.5 |
| Real Estate | 6.65 | 2.42 |
| Financial Services | 27.61 | 29.29 |
| Technology | 7.94 | 9.66 |
| Basic Materials | 3.81 | 8.43 |
| Industrials | 11.78 | 8.14 |
| Energy | - | 7.34 |
| Consumer Defensive | - | 5.59 |
| Utilities | - | 2.14 |
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