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ITI Large Cap Fund Regular vs Invesco India Largecap Fund compare
ITI Large Cap Fund Regular - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Fund | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹510 Cr | ₹1555 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Dec 2020 | 21 Aug 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | % | 56% |
| Expense Ratio | 2.37 | 2.09 |
| Manager | Rohan Korde | Hiten Jain |
| ISIN Code | INF00XX01770 | INF205K01304 |
| Exits Load | ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | 3.01% | 4.46% |
| 6 Month | 12.6% | 18.01% |
| 1 Year | -3.04% | 0.16% |
| 3 Year | 14.36% | 17.36% |
| 5 Year | - | 19.15% |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 2.09% | 4.88% |
| 1 Year | 6.4% | 13.33% |
| 3 Year | 11.8% | 17.18% |
| 5 Year | - | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 9.92% | 11.13% |
| 3 Year | 14.17% | 13% |
| 5 Year | - | 13.19% |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 13.57% | 12.81% |
| Sharp | 0.46% | 0.71% |
| Beta | 1.03% | 1.03% |
| Alpha | -0.92% | 2.19% |
Fund Managers
| Scheme Name | ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Name | Rohan Korde | Hiten Jain |
| Total AUM | ₹4626 Cr | ₹4078 Cr |
| Funds Managed | 10 | 4 |
| ITI Large Cap Fund Regular - Growth | Invesco India Largecap Fund - Growth |
Market Cap
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 8.63 | 7.29 |
| Large Cap | 78.18 | 76.15 |
| Small Cap | 11.59 | 6.83 |
| Mid Cap | 1.59 | 9.73 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 1.48 | 1.33 |
| Energy | 7.41 | 4.11 |
| Technology | 9.37 | 10.78 |
| Consumer Cyclical | 7.96 | 18.18 |
| Industrials | 11.26 | 11.85 |
| Basic Materials | 5.05 | 5.6 |
| Financial Services | 35.32 | 28.26 |
| Healthcare | 4.37 | 7.5 |
| Consumer Defensive | 7.85 | 4.71 |
| Utilities | 4.81 | 0.99 |
| Real Estate | 0.62 | 2.82 |
| Communication Services | 4.5 | 3.89 |
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