- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1528 Cr | ₹2631 Cr | ₹2631 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 | -1.02% | -1.21% | -1.21% |
| 6 Month | 13.64% | 8.46% | 8.46% |
| 1 Year | 0.12% | -3.16% | -3.16% |
| 3 Year | 16.75% | 14.59% | 14.59% |
| 5 Year | 18.89% | 18.86% | 18.86% |
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 | 2.63% | 0.78% | 0.78% |
| 1 Year | 7.08% | 3.11% | 3.11% |
| 3 Year | 16.65% | 12.79% | 12.79% |
| 5 Year | 16.06% | 14.08% | 14.08% |
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 | 11.13% | 12.86% | 12.86% |
| 3 Year | 13% | 13.29% | 13.29% |
| 5 Year | 13.19% | 13.81% | 13.81% |
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 | 13.74% | 12.53% | 12.53% |
| Sharp | 0.75% | 0.66% | 0.66% |
| Beta | 1.05% | 0.98% | 0.98% |
| Alpha | 1.15% | -0.24% | -0.24% |
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 | 7.29 | 6.54 | 6.54 |
| Large Cap | 77.74 | 81.7 | 81.7 |
| Mid Cap | 8.4 | 5.44 | 5.44 |
| Small Cap | 6.57 | 6.32 | 6.32 |
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 | 1.54 | 3.52 | 3.52 |
| Energy | 5.98 | 5.55 | 5.55 |
| Technology | 11.09 | 8.92 | 8.92 |
| Consumer Cyclical | 17.32 | 14.76 | 14.76 |
| Basic Materials | 4.17 | 7.6 | 7.6 |
| Consumer Defensive | 4.16 | 5.13 | 5.13 |
| Financial Services | 30.68 | 34.93 | 34.93 |
| Industrials | 10.1 | 9.22 | 9.22 |
| Utilities | 1.49 | 4.54 | 4.54 |
| Healthcare | 6.62 | 3.45 | 3.45 |
| Real Estate | 2.85 | - | - |
| Communication Services | 4.01 | 2.36 | 2.36 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.98%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.26%
Kotak Large Cap Fund - Growth
3Y Returns15.23%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns16.48%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.52%
Quant BFSI Fund Regular - Growth
3Y Returns0%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns13.37%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.65%
