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Invesco India Largecap Fund vs Tata Large Cap Fund compare
Invesco India Largecap Fund - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1301 Cr | ₹2408 Cr | ₹2408 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 2009 | 07 May 1998 | 07 May 1998 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | 20.36% | 20.36% |
| Expense Ratio | 2.09 | 2.04 | 2.04 |
| Manager | Hiten Jain | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF205K01304 | INF277K01931 | INF277K01931 |
| Exits Load | Data not available./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - 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 Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 8.98% | 6.8% | 6.8% |
| 6 Month | 2.44% | 2.79% | 2.79% |
| 1 Year | 10.78% | 7.67% | 7.67% |
| 3 Year | 19.74% | 17.7% | 17.7% |
| 5 Year | 22.8% | 23.4% | 23.4% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.52% | 1.28% | 1.28% |
| 1 Year | -2.33% | -3.68% | -3.68% |
| 3 Year | 15.51% | 12.91% | 12.91% |
| 5 Year | 15.58% | 14.54% | 14.54% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 11.6% | 13.34% | 13.34% |
| 3 Year | 12.85% | 13.25% | 13.25% |
| 5 Year | 12.99% | 13.65% | 13.65% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 12.81% | 12.66% | 12.66% |
| Sharp | 0.66% | 0.61% | 0.61% |
| Beta | 1.01% | 0.97% | 0.97% |
| Alpha | 1.61% | 0.6% | 0.6% |
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Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Hiten Jain | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹4078 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 4 | 7 | 7 |
| Invesco India Largecap Fund - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.98 | 5.73 | 5.73 |
| Large Cap | 84.3 | 82.46 | 82.46 |
| Mid Cap | 8.66 | 7.34 | 7.34 |
| Small Cap | 6.06 | 4.47 | 4.47 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.98 | 5.73 | 5.73 |
| Petroleum Products | 6.4 | 5.25 | 5.25 |
| IT - Software | 9.75 | 6.52 | 6.52 |
| Finance | 7.37 | 4.07 | 4.07 |
| Consumer Durables | 4.75 | 2.55 | 2.55 |
| Non - Ferrous Metals | 0.41 | - | - |
| Banks | 24.07 | 28.27 | 28.27 |
| Automobiles | 6.38 | 5.86 | 5.86 |
| Aerospace & Defense | 2.22 | - | - |
| Auto Components | 3.97 | 1.07 | 1.07 |
| Ferrous Metals | 0.77 | 3.09 | 3.09 |
| Power | 2.37 | 5.4 | 5.4 |
| Electrical Equipment | 1.9 | 2 | 2 |
| Transport Services | 0.63 | 0.83 | 0.83 |
| Pharmaceuticals & Biotechnology | 3.85 | 6.69 | 6.69 |
| Agricultural Food & other Products | 2.88 | 1.73 | 1.73 |
| Beverages | 3.55 | - | - |
| Healthcare Equipment & Supplies | 1.06 | - | - |
| Food Products | 2.44 | - | - |
| Telecom - Services | 4.37 | 2.95 | 2.95 |
| Financial Technology (Fintech) | 0.54 | - | - |
| Healthcare Services | 1.25 | - | - |
| Industrial Products | 1.61 | - | - |
| Chemicals & Petrochemicals | 2.04 | - | - |
| Capital Markets | 0.45 | - | - |
| Retailing | 2.88 | 0.87 | 0.87 |
| Industrial Manufacturing | 1.11 | 0.62 | 0.62 |
| Personal Products | - | 1.85 | 1.85 |
| Construction | - | 3.86 | 3.86 |
| Diversified FMCG | - | 2.03 | 2.03 |
| Cement & Cement Products | - | 2.84 | 2.84 |
| IT - Services | - | 0.83 | 0.83 |
| Realty | - | 0.83 | 0.83 |
| Leisure Services | - | 0.98 | 0.98 |
| Transport Infrastructure | - | 1.18 | 1.18 |
| Insurance | - | 2.1 | 2.1 |
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