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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) | ₹1555 Cr | ₹12948 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 | 4.39% | 3.08% |
| 6 Month | 17.04% | 12.61% |
| 1 Year | -0.64% | -2.57% |
| 3 Year | 16.18% | 11.74% |
| 5 Year | 19.24% | 17.32% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 4.88% | 3.25% |
| 1 Year | 13.33% | 9.71% |
| 3 Year | 17.18% | 12.47% |
| 5 Year | 16.1% | 12.27% |
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 | 0.71% | 0.52% |
| Beta | 1.03% | 0.88% |
| Alpha | 2.19% | -0.44% |
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 | 7.29 | 7.81 |
| Large Cap | 77.74 | 83.71 |
| Mid Cap | 8.4 | 7.71 |
| Small Cap | 6.57 | 0.76 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 1.54 | 3.38 |
| Energy | 5.98 | 4.98 |
| Technology | 11.09 | 10.89 |
| Consumer Cyclical | 17.32 | 11.64 |
| Basic Materials | 4.17 | 3.32 |
| Consumer Defensive | 4.16 | 10.43 |
| Financial Services | 30.68 | 35.64 |
| Industrials | 10.1 | 8.76 |
| Utilities | 1.49 | 1.38 |
| Healthcare | 6.62 | 4.6 |
| Real Estate | 2.85 | - |
| Communication Services | 4.01 | 4.97 |
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