Invesco India Largecap Fund vs Tata Large Cap Fund compare

Link copied to clipboard!

Invesco India Largecap Fund - Growth

Invest Now

Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹1723 Cr	₹2827 Cr	₹2827 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

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	-0.89%	1.06%	1.06%
6 Month	3.39%	5.45%	5.45%
1 Year	1.57%	4.88%	4.88%
3 Year	16.4%	14.35%	14.35%
5 Year	16.55%	16.83%	16.83%

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	1.47%	3.97%	3.97%
1 Year	13.5%	16.49%	16.49%
3 Year	14.86%	13.68%	13.68%
5 Year	14.69%	13.83%	13.83%

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	10.91%	13.41%	13.41%
3 Year	13.25%	14.42%	14.42%
5 Year	13.4%	14.09%	14.09%

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	13.44%	12.09%	12.09%
Sharp	0.74%	0.62%	0.62%
Beta	1.06%	0.98%	0.98%
Alpha	1.73%	-0.01%	-0.01%

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

Scheme Name	Invesco India Largecap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	8.24	9.06	9.06
Large Cap	75.19	80.61	80.61
Mid Cap	9.23	4.23	4.23
Small Cap	7.35	6.11	6.11

Scheme Name	Invesco India Largecap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	1.1	2.81	2.81
Energy	1.31	5.59	5.59
Technology	10.17	10.91	10.91
Industrials	15.82	9.19	9.19
Consumer Cyclical	16.22	15.72	15.72
Basic Materials	6.41	8.2	8.2
Consumer Defensive	5.3	5.95	5.95
Financial Services	27.55	33.58	33.58
Utilities	0.73	4.57	4.57
Healthcare	8.34	1.08	1.08
Real Estate	3.14	-	-
Communication Services	3.9	2.39	2.39