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Tata Large Cap Fund vs Invesco India Largecap 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) | ₹1686 Cr | ₹2790 Cr | ₹2790 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 | 0.53% | 1.79% | 1.79% |
| 6 Month | 4.67% | 6.42% | 6.42% |
| 1 Year | 2.46% | 4.34% | 4.34% |
| 3 Year | 16.36% | 14.12% | 14.12% |
| 5 Year | 17.12% | 17.15% | 17.15% |
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 | 2.85% | 4.48% | 4.48% |
| 1 Year | 15.42% | 16.75% | 16.75% |
| 3 Year | 15.65% | 13.76% | 13.76% |
| 5 Year | 15.17% | 13.96% | 13.96% |
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 | 10.91% | 13.41% | 13.41% |
| 3 Year | 13.25% | 14.42% | 14.42% |
| 5 Year | 13.4% | 14.09% | 14.09% |
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 | 0.8% | 0.69% | 0.69% |
| Beta | 1.05% | 0.97% | 0.97% |
| Alpha | 2.39% | 0.59% | 0.59% |
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 | 1.11 | 2.83 | 2.83 |
| Large Cap | 81.33 | 83.26 | 83.26 |
| Mid Cap | 9.81 | 5.82 | 5.82 |
| Small Cap | 7.75 | 8.09 | 8.09 |
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 | 1.11 | 2.83 | 2.83 |
| IT - Software | 9.36 | 9.17 | 9.17 |
| Construction | 3.3 | 3.91 | 3.91 |
| Retailing | 4.48 | - | - |
| Consumer Durables | 5.94 | 2.81 | 2.81 |
| Petroleum Products | 1.31 | 5.59 | 5.59 |
| Diversified FMCG | 2.63 | 2.78 | 2.78 |
| Non - Ferrous Metals | 0.91 | 0.91 | 0.91 |
| Banks | 17.44 | 26.91 | 26.91 |
| Automobiles | 7.18 | 10.49 | 10.49 |
| Aerospace & Defense | 2 | - | - |
| Electrical Equipment | 3.37 | 2.44 | 2.44 |
| Auto Components | 3.25 | 3.33 | 3.33 |
| Ferrous Metals | 2.6 | 4.49 | 4.49 |
| Power | 0.73 | 4.58 | 4.58 |
| Finance | 6.81 | 4.7 | 4.7 |
| Transport Services | 3.45 | - | - |
| Pharmaceuticals & Biotechnology | 3.66 | 1.08 | 1.08 |
| Healthcare Equipment & Supplies | 1.95 | - | - |
| Food Products | 2.67 | 1.04 | 1.04 |
| Realty | 3.14 | - | - |
| Telecom - Services | 3.9 | 2.39 | 2.39 |
| Financial Technology (Fintech) | 0.81 | - | - |
| Healthcare Services | 2.74 | - | - |
| Industrial Products | 1.12 | - | - |
| Chemicals & Petrochemicals | 1.26 | - | - |
| Capital Markets | 2.48 | - | - |
| Industrial Manufacturing | 0.4 | 0.59 | 0.59 |
| Cement & Cement Products | - | 2.8 | 2.8 |
| IT - Services | - | 0.83 | 0.83 |
| Leisure Services | - | 0.96 | 0.96 |
| Transport Infrastructure | - | 1.27 | 1.27 |
| Insurance | - | 1.97 | 1.97 |
| Beverages | - | 2.13 | 2.13 |
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