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ITI Large Cap Fund Regular vs Invesco India Largecap Fund compare

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tortoise-icon ITI Large Cap Fund Regular - Growth

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tortoise-icon Invesco India Largecap Fund - Growth

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Chart Comparison

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

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) ₹523 Cr ₹1528 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 -1.14% 0.14%
6 Month 9.17% 13.24%
1 Year -3.37% 1.67%
3 Year 13.72% 16.31%
5 Year - 19.14%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth Invesco India Largecap Fund - Growth
6 Month 1.29% 3.05%
1 Year 0.68% 4.39%
3 Year 11% 15.31%
5 Year - 15.21%

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 13.48% 12.81%
Sharp 0.61% 0.82%
Beta 1.02% 1.03%
Alpha -0.68% 1.81%

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 8.94 7.29
Large Cap 78.57 77.74
Small Cap 10.34 6.57
Mid Cap 2.16 8.4

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

Invesco India Largecap Fund - Growth

Others 3.16 1.54
Energy 7.39 5.98
Technology 7.59 11.09
Industrials 12.17 10.1
Basic Materials 5.59 4.17
Financial Services 35.95 30.68
Healthcare 4.72 6.62
Consumer Cyclical 6.19 17.32
Utilities 6.59 1.49
Consumer Defensive 6.44 4.16
Real Estate 0.64 2.85
Communication Services 3.56 4.01

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