Equity | Large & Mid Cap
3Y Returns
21.21%
Min SIP
₹100
Min Lumpsum
₹1000
Expense Ratio
0.66%
Fund Size
₹3910 Cr
Inception Date
01-Jan-13
Fund Manager
Amit Ganatra
Exit Load
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
96.71%
Debt & Others
3.29%
Market Cap Allocation
Large Cap
58.13%
Mid Cap
36.50%
Small Cap
1.61%
Other Cap
3.76%
Investment Objective
To Generate Capital Appreciation From A Diversified Portfolio Of Predominantly Equity And Equity Related Instruments Of Large And Midcap Companies.
Fund House Detail
AMC Name
Invesco Asset Management Company Pvt Ltd.
Scheme Document
https://invescomutualfund.com/literature-and-form?tab=SchemeAddress
2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
58.73%
3Y
26.34%
5Y
27.7%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
47.91%
3Y
24.51%
5Y
27.8%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
49.09%
3Y
23.62%
5Y
25.16%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
51.28%
3Y
21.22%
5Y
22.22%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
42.58%
3Y
21.19%
5Y
24.7%
Uti Core Equity Fund - Direct Growth Plan
1Y
46.3%
3Y
20.82%
5Y
24.73%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
38.97%
3Y
20.81%
5Y
24.32%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
39.63%
3Y
20.4%
5Y
23.34%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.47%
3Y
19.31%
5Y
23.07%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
45.66%
3Y
19.26%
5Y
22.49%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.21%
3Y
18.99%
5Y
21.91%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.73%
3Y
18.82%
5Y
NA
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
41.11%
3Y
18.62%
5Y
23.45%
Sbi Large And Midcap Fund Direct Growth
1Y
35.9%
3Y
18.36%
5Y
22.62%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
33.82%
3Y
18.13%
5Y
20.68%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
45.1%
3Y
17.54%
5Y
21.39%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
35.42%
3Y
17.36%
5Y
NA
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
37.47%
3Y
16.55%
5Y
21.3%
Sundaram Large And Mid Cap Fund Direct Growth
1Y
37.86%
3Y
15.85%
5Y
19.65%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
40.1%
3Y
15.72%
5Y
22.86%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
38.6%
3Y
15.69%
5Y
23.69%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
30.33%
3Y
14.71%
5Y
20.17%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
32.02%
3Y
14.5%
5Y
NA
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
33.2%
3Y
14.44%
5Y
NA
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
33.54%
3Y
14.22%
5Y
22.23%
Franklin India Equity Advantage Fund - Direct Growth
1Y
35.06%
3Y
13.31%
5Y
19.16%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
31.54%
3Y
9.41%
5Y
17.44%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.