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) ₹1301 Cr ₹12482 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 7.77% 6.02%
6 Month -3.21% -1.37%
1 Year 8.87% 9.1%
3 Year 17.37% 13.61%
5 Year 21.66% 20.62%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
6 Month 1.52% 1.79%
1 Year -2.33% -1.46%
3 Year 15.51% 11.7%
5 Year 15.58% 12.65%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
1 Year 11.6% 12.06%
3 Year 12.85% 12.16%
5 Year 12.99% 13.02%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Standard Deviation 12.81% 11.82%
Sharp 0.66% 0.49%
Beta 1.01% 0.89%
Alpha 1.61% -0.82%

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 0.98 4.43
Large Cap 84.3 87.31
Mid Cap 8.66 7.63
Small Cap 6.06 0.63

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 0.98 4.43
Petroleum Products 6.4 5.1
IT - Software 9.75 10.84
Finance 7.37 3.21
Consumer Durables 4.75 1.55
Non - Ferrous Metals 0.41 -
Banks 24.07 26.89
Automobiles 6.38 5.72
Aerospace & Defense 2.22 0.98
Auto Components 3.97 1.5
Ferrous Metals 0.77 1.39
Power 2.37 2.02
Electrical Equipment 1.9 -
Transport Services 0.63 1.17
Pharmaceuticals & Biotechnology 3.85 4.04
Agricultural Food & other Products 2.88 1.29
Beverages 3.55 0.98
Healthcare Equipment & Supplies 1.06 -
Food Products 2.44 -
Telecom - Services 4.37 4.51
Financial Technology (Fintech) 0.54 -
Healthcare Services 1.25 0.63
Industrial Products 1.61 2.08
Chemicals & Petrochemicals 2.04 -
Capital Markets 0.45 -
Retailing 2.88 5.49
Industrial Manufacturing 1.11 -
Construction - 3.06
Personal Products - 1.84
Diversified FMCG - 2.76
Fertilizers & Agrochemicals - 0.44
Diversified Metals - 1.11
Oil - 1.13
Cement & Cement Products - 0.9
Consumable Fuels - 0.81
Insurance - 3.47
Leisure Services - 0.66

Top Comparisons

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns7.17%

VS

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns7.34%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.24%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.23%

Compare Now

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

3Y Returns13.7%

VS

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns15.29%

Compare Now

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns19.68%

VS

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

3Y Returns20.3%

Compare Now
Add to Cart Successfully