Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Invesco India Largecap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

tortoise-icon UTI - Master Share-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Fund Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1558 Cr ₹13074 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Aug 2009 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 56% 17%
Expense Ratio 2.09 1.76
Manager Hiten Jain Karthikraj Lakshmanan
ISIN Code INF205K01304 INF789F01976
Exits Load Data not available./365 UTI Large Cap Fund - 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 UTI - Master Share-Growth Option
1 Month -3.38% -2.35%
6 Month 7.04% 4.77%
1 Year -0.22% -0.98%
3 Year 17.06% 13.09%
5 Year 19.1% 17.82%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
6 Month 5.62% 3.03%
1 Year 7.66% 4.29%
3 Year 17.57% 12.63%
5 Year 16.67% 12.92%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
1 Year 11.13% 11.69%
3 Year 13% 12.17%
5 Year 13.19% 13.23%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Standard Deviation 12.81% 11.82%
Sharp 1.1% 0.91%
Beta 1.01% 0.89%
Alpha 2.13% -0.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Name Hiten Jain Karthikraj Lakshmanan
Total AUM ₹4078 Cr ₹14959 Cr
Funds Managed 4 2
Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option

Market Cap

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 7.37 8.49
Large Cap 77.28 83.73
Mid Cap 8.36 7.14
Small Cap 6.99 0.64

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 1.29 3.9
Energy 6.18 6.03
Technology 11.8 11.48
Consumer Cyclical 17.75 10.71
Basic Materials 2.57 2.5
Financial Services 30.78 35.61
Industrials 9.37 8.41
Utilities 2.1 1.94
Healthcare 6.67 4.5
Consumer Defensive 5.23 9.84
Real Estate 2.12 -
Communication Services 4.13 5.08

Top Comparisons

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns6.64%

Compare Now

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.57%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.5%

Compare Now

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.12%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.14%

Compare Now
Add to Cart Successfully