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 4.58% 3.68%
6 Month -2.25% -0.07%
1 Year 7.93% 8.19%
3 Year 15.73% 12.2%
5 Year 20.88% 19.58%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
6 Month 2.22% 2.54%
1 Year -1.34% -0.35%
3 Year 16.84% 12.95%
5 Year 16.54% 13.73%

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 0.4% 0.23%
Beta 1.01% 0.9%
Alpha 0.57% -1.85%

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 0.43 3.57
Large Cap 84.52 85.91
Mid Cap 9.16 9.87
Small Cap 5.89 0.66

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 0.43 3.57
Energy 6.28 6.63
Industrials 9.19 6.87
Technology 12.27 11.98
Financial Services 30.7 33.74
Basic Materials 1.26 4.89
Consumer Cyclical 16.66 11.21
Utilities 2.15 1.82
Healthcare 6.36 4.64
Consumer Defensive 10.41 9.75
Communication Services 4.28 4.9

Top Comparisons

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns17.1%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns6.78%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns6.7%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns12.95%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

ITI Focused Equity Fund Regular - Growth ITI Focused Equity Fund Regular - Growth

3Y Returns0%

VS

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns13.78%

Compare Now
Add to Cart Successfully