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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) | ₹9034 Cr | ₹5291 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 | -0.62% | 2.98% |
| 6 Month | 8.7% | 5.5% |
| 1 Year | 14.33% | 8.66% |
| 3 Year | 24.75% | 21.97% |
| 5 Year | 22.44% | 23.96% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.54% | 3.3% |
| 1 Year | 17.07% | 15.12% |
| 3 Year | 23.61% | 19.12% |
| 5 Year | 21.37% | 19.38% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.39% | 9.13% |
| 3 Year | 14.75% | 10.31% |
| 5 Year | 15.01% | 11.39% |
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 | 1.18% | 1.09% |
| Beta | 1% | 0.95% |
| Alpha | 4.73% | 2.5% |
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 | 6.93 | 4.84 |
| Large Cap | 30.32 | 48.17 |
| Small Cap | 20.77 | 12.55 |
| Mid Cap | 41.98 | 34.45 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.73 | 3.15 |
| Communication Services | 1.65 | 5.02 |
| Consumer Cyclical | 20.27 | 10.69 |
| Healthcare | 19.25 | 7.63 |
| Real Estate | 7.65 | 2.51 |
| Financial Services | 29.75 | 28.65 |
| Technology | 6.17 | 10.15 |
| Basic Materials | 3.45 | 7.68 |
| Industrials | 11.1 | 8.36 |
| Energy | - | 8.26 |
| Consumer Defensive | - | 5.83 |
| Utilities | - | 2.08 |
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