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UTI vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
UTI - Master Share-Growth Option
Chart Comparison
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) | ₹1723 Cr | ₹13399 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 | -0.13% | 0.82% |
| 6 Month | 3.17% | 3.7% |
| 1 Year | 6.46% | 9.33% |
| 3 Year | 17.66% | 13.48% |
| 5 Year | 16.86% | 14.11% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 0.25% | 1.51% |
| 1 Year | 10.29% | 10.15% |
| 3 Year | 14.51% | 11.75% |
| 5 Year | 14.71% | 11.74% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 10.85% | 11.31% |
| 3 Year | 13.27% | 12.23% |
| 5 Year | 13.43% | 13.36% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 12.81% | 11.82% |
| Sharp | 0.8% | 0.56% |
| Beta | 1.05% | 0.89% |
| Alpha | 2.39% | -0.73% |
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 | 8.22 | 7.37 |
| Large Cap | 73.83 | 83.06 |
| Mid Cap | 9.58 | 8.72 |
| Small Cap | 8.37 | 0.85 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 0.81 | 1.42 |
| Technology | 11.01 | 12.82 |
| Industrials | 16.39 | 10.13 |
| Consumer Cyclical | 16.6 | 11.54 |
| Basic Materials | 5.94 | 5.44 |
| Healthcare | 10.03 | 3.06 |
| Energy | 0 | 6.95 |
| Consumer Defensive | 2.58 | 8.89 |
| Financial Services | 29.25 | 33.73 |
| Utilities | 0.55 | 1.04 |
| Real Estate | 2.94 | - |
| Communication Services | 3.91 | 4.97 |
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