UTI Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	0.77%	2.06%
6 Month	13.56%	8.27%
1 Year	9.23%	2.15%
3 Year	24.04%	20.89%
5 Year	22.79%	24.8%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.7%	3.79%
1 Year	19.88%	14.17%
3 Year	24.96%	19.15%
5 Year	22.08%	19.49%

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%

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	1.18%	1.08%
Beta	1.01%	0.95%
Alpha	4.98%	2.88%

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

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Large Cap	37.72	47.65
Mid Cap	40.15	37.21
Small Cap	22.13	12.7
Others	-	2.27

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	0.14	2.27
Telecom - Services	1.58	3.95
Retailing	14.26	0.57
Healthcare Services	12.18	-
Realty	6.66	2.42
Insurance	4.47	3.6
Banks	8.14	18.09
Consumer Durables	5.99	1.05
Leisure Services	1.34	1.61
IT - Software	4.05	9.65
Industrial Products	3.73	0.45
Electrical Equipment	2.05	-
Capital Markets	6.37	2.83
Finance	8.63	4.75
Automobiles	1.73	6.43
Pharmaceuticals & Biotechnology	7.48	8.5
Transport Services	5.15	3.13
Industrial Manufacturing	2.98	-
Cement & Cement Products	3.07	2.17
Petroleum Products	-	4
Construction	-	2.83
Chemicals & Petrochemicals	-	1.13
Textiles & Apparels	-	1.21
Diversified FMCG	-	2.66
Diversified Metals	-	2.41
Oil	-	1.83
Ferrous Metals	-	0.8
Personal Products	-	1.88
Other Consumer Services	-	1.05
Gas	-	0.83
Diversified	-	0.58
Consumable Fuels	-	0.69
Fertilizers & Agrochemicals	-	1.06
Entertainment	-	0.52
Power	-	2.14
Auto Components	-	1.88
Paper, Forest & Jute Products	-	0.86