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
| 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) | ₹5842 Cr | ₹3441 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 01 Aug 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 | 1.82 | 2.01 |
| Manager | Aditya Khemani | V Srivatsa |
| ISIN Code | INF205K01247 | INF789F01869 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1% if redeemed less than 1 year/365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.99% | 6.53% |
| 6 Month | 24.99% | 24.29% |
| 1 Year | 53.13% | 47.76% |
| 3 Year | 21.64% | 22.95% |
| 5 Year | 23.43% | 25.99% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.32% | 20.28% |
| 3 Year | 49.74% | 48.68% |
| 5 Year | 83.53% | 94.84% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.29% | 26.93% |
| 3 Year | 61.3% | 69.55% |
| 5 Year | 93.66% | 104.13% |
| 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 | 1.12% | 1.25% |
| Beta | 0.94% | 0.92% |
| Alpha | 0.22% | 1.77% |
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| 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 |
| Fund Manage | 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 | 47.15 | 44.52 |
| Mid Cap | 39.25 | 36.43 |
| Others | 5.99 | 1.84 |
| Small Cap | 7.61 | 11.62 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 22.74 | - |
| Construction | 6.83 | 2.05 |
| Services | 12.88 | - |
| Energy | 2.97 | - |
| Healthcare | 10.05 | - |
| Technology | 4.06 | - |
| Capital Goods | 10.53 | - |
| Materials | 5.58 | - |
| Consumer Discretionary | 5.66 | - |
| Communication | 3.12 | - |
| Automobile | 5.83 | - |
| Consumer Staples | 1.91 | - |
| Insurance | 2.81 | 4.7 |
| Metals & Mining | 3.55 | - |
| Others | 1.48 | 0.11 |
| Banks | - | 22.13 |
| Diversified FMCG | - | 3.51 |
| IT - Software | - | 9.17 |
| Petroleum Products | - | 2.77 |
| Pharmaceuticals & Biotechnology | - | 7.43 |
| Cement & Cement Products | - | 1.97 |
| Finance | - | 3.75 |
| Telecom - Services | - | 4.43 |
| Textiles & Apparels | - | 2.29 |
| Automobiles | - | 3.96 |
| Auto Components | - | 1.66 |
| Fertilizers & Agrochemicals | - | 1.65 |
| Realty | - | 1.61 |
| Personal Products | - | 1.58 |
| Transport Services | - | 2.93 |
| Capital Markets | - | 1.54 |
| Gas | - | 2.61 |
| Oil | - | 1.32 |
| Leisure Services | - | 2.13 |
| Diversified Metals | - | 1.27 |
| Consumer Durables | - | 1.24 |
| Power | - | 1.21 |
| Healthcare Services | - | 1.17 |
| Ferrous Metals | - | 1.14 |
| Paper, Forest & Jute Products | - | 0.91 |
| Non - Ferrous Metals | - | 0.85 |
| Chemicals & Petrochemicals | - | 0.8 |
| Other Consumer Services | - | 0.52 |
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