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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) | ₹1606 Cr | ₹12947 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 | 3.26% | 2.59% |
| 6 Month | 8.03% | 5.21% |
| 1 Year | 6.34% | 5.72% |
| 3 Year | 17.12% | 12.22% |
| 5 Year | 19.26% | 17.09% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 0.32% | 0.33% |
| 1 Year | 8.4% | 6.14% |
| 3 Year | 14.31% | 10.44% |
| 5 Year | 14.39% | 10.9% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 11.04% | 11.56% |
| 3 Year | 13.14% | 12.17% |
| 5 Year | 13.29% | 13.3% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 13.45% | 11.39% |
| Sharp | 0.76% | 0.50% |
| Beta | 1.05% | 0.91% |
| Alpha | 1.47% | -1.86% |
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 | 7.51 | 7.16 |
| Large Cap | 75.07 | 84.55 |
| Mid Cap | 10.21 | 7.52 |
| Small Cap | 7.21 | 0.77 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 0.54 | 2.68 |
| Energy | 3.82 | 5.64 |
| Technology | 10.92 | 11.14 |
| Consumer Cyclical | 17.59 | 11.59 |
| Basic Materials | 6.29 | 4.84 |
| Consumer Defensive | 4.95 | 10.19 |
| Financial Services | 27.9 | 34.16 |
| Industrials | 12.5 | 9.71 |
| Utilities | 0.91 | 1.38 |
| Healthcare | 7.85 | 4.31 |
| Real Estate | 2.98 | - |
| Communication Services | 3.75 | 4.36 |
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