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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