Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Large Cap Fund vs Invesco India Largecap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Largecap Fund - Growth

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Invesco India Largecap Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1301 Cr ₹2408 Cr ₹2408 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 21 Aug 2009 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 56% 20.36% 20.36%
Expense Ratio 2.09 2.04 2.04
Manager Hiten Jain Kapil Malhotra Kapil Malhotra
ISIN Code INF205K01304 INF277K01931 INF277K01931
Exits Load Data not available./365 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large Cap Fund - Regular Plan - 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -4.41% -2.35% -2.35%
6 Month -11.46% -10.76% -10.76%
1 Year 4.7% 4.64% 4.64%
3 Year 11.58% 11.91% 11.91%
5 Year 14.37% 14.42% 14.42%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year -8.22% -6.45% -6.45%
3 Year 13.68% 12.59% 12.59%
5 Year 15.52% 15.47% 15.47%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 11.6% 13.34% 13.34%
3 Year 12.85% 13.25% 13.25%
5 Year 12.99% 13.65% 13.65%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 12.81% 12.66% 12.66%
Sharp 0.43% 0.44% 0.44%
Beta 0.99% 0.98% 0.98%
Alpha -0.1% -0.08% -0.08%

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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Hiten Jain Kapil Malhotra Kapil Malhotra
Total AUM ₹4078 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 4 7 7
Invesco India Largecap Fund - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Largecap Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 1.04 3.07 3.07
Large Cap 82.18 83.72 83.72
Mid Cap 8.9 7.34 7.34
Small Cap 7.88 5.87 5.87

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 1.04 3.07 3.07
Petroleum Products 6.61 6.57 6.57
Electrical Equipment 3.29 2.83 2.83
IT - Software 10.75 9.69 9.69
Finance 4.06 3.57 3.57
Consumer Durables 6.78 2.97 2.97
Banks 22.34 22.96 22.96
Automobiles 5.96 6.61 6.61
Aerospace & Defense 4.14 - -
Capital Markets 2.07 1.56 1.56
Transport Services 1.14 0.67 0.67
Pharmaceuticals & Biotechnology 3.31 7.72 7.72
Agricultural Food & other Products 3.26 1.72 1.72
Beverages 3.74 - -
Healthcare Equipment & Supplies 0.43 - -
Food Products 1.17 0.65 0.65
Household Products 0.98 - -
Telecom - Services 2.97 0.67 0.67
Financial Technology (Fintech) 1.41 - -
Healthcare Services 2.56 - -
Industrial Products 1.08 - -
Fertilizers & Agrochemicals 1.08 - -
Power 1.98 7.26 7.26
Retailing 4.03 - -
Insurance 0.75 1.64 1.64
Auto Components 2.2 - -
Industrial Manufacturing 0.87 0.85 0.85
Cement & Cement Products - 1.96 1.96
Personal Products - 3.6 3.6
Construction - 4.06 4.06
Ferrous Metals - 0.96 0.96
Diversified FMCG - 2.3 2.3
Gas - 1.24 1.24
IT - Services - 1.22 1.22
Diversified Metals - 1.23 1.23
Realty - 1.02 1.02
Transport Infrastructure - 1.4 1.4

Top Comparisons

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.11%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.31%

Compare Now

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

3Y Returns0%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.05%

Compare Now

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns20.6%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.78%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns14.95%

Compare Now
Add to Cart Successfully