Tata Large Cap Fund vs Invesco India Largecap Fund compare

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Invesco India Largecap Fund - Growth

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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Chart Comparison

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

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)	₹1488 Cr	₹2611 Cr	₹2611 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

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	3.66%	2.98%	2.98%
6 Month	3.14%	3.95%	3.95%
1 Year	5.14%	1.4%	1.4%
3 Year	21.52%	19.14%	19.14%
5 Year	21.04%	20.95%	20.95%

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	10.85%	7.92%	7.92%
1 Year	14.19%	9.49%	9.49%
3 Year	19.37%	15.49%	15.49%
5 Year	17.72%	15.86%	15.86%

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	11.31%	12.99%	12.99%
3 Year	12.87%	13.25%	13.25%
5 Year	13.11%	13.75%	13.75%

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	14.14%	13.08%	13.08%
Sharp	1.03%	0.94%	0.94%
Beta	1.03%	0.97%	0.97%
Alpha	1.27%	-0.19%	-0.19%

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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

Scheme Name	Invesco India Largecap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	1.66	5.66	5.66
Large Cap	81.44	84.75	84.75
Mid Cap	8.43	6.52	6.52
Small Cap	8.47	3.07	3.07

Scheme Name	Invesco India Largecap Fund - Growth	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option
Others	1.66	5.66	5.66
Petroleum Products	6.43	4.9	4.9
IT - Software	9.12	6.17	6.17
Consumer Durables	4.24	1.95	1.95
Non - Ferrous Metals	1.16	-	-
Banks	21.93	27.57	27.57
Automobiles	6.61	8.04	8.04
Aerospace & Defense	2.29	-	-
Auto Components	3.82	2.05	2.05
Ferrous Metals	0.71	4.09	4.09
Power	2.34	4.92	4.92
Electrical Equipment	2.64	2.14	2.14
Finance	7.24	5.61	5.61
Transport Services	1.91	0.82	0.82
Pharmaceuticals & Biotechnology	4.15	5.2	5.2
Agricultural Food & other Products	2.08	-	-
Beverages	2.59	1.4	1.4
Healthcare Equipment & Supplies	1.42	-	-
Food Products	2.12	-	-
Realty	1.04	0.92	0.92
Telecom - Services	4	3.01	3.01
Financial Technology (Fintech)	1.03	-	-
Healthcare Services	1.16	-	-
Industrial Products	1.34	-	-
Chemicals & Petrochemicals	1.77	-	-
Capital Markets	1.36	-	-
Retailing	2.97	-	-
Industrial Manufacturing	0.87	0.66	0.66
Construction	-	3.81	3.81
Diversified FMCG	-	2.2	2.2
Cement & Cement Products	-	3.32	3.32
IT - Services	-	0.83	0.83
Leisure Services	-	1.16	1.16
Transport Infrastructure	-	1.34	1.34
Insurance	-	2.23	2.23