Tata Large Cap Fund vs Invesco India Largecap Fund compare

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tortoise-icon Invesco India Largecap Fund - Growth

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

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

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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 Very High Very High
Asset Size (Cr) ₹1144 Cr ₹2316 Cr ₹2316 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 2.11 2.05 2.05
Manager Hiten Jain Kapil Malhotra Kapil Malhotra
ISIN Code INF205K01304 INF277K01931 INF277K01931
Exits Load Nil/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./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 6.12% 3.83% 3.83%
6 Month 24.37% 19.32% 19.32%
1 Year 39.91% 33.68% 33.68%
3 Year 17.32% 16.17% 16.17%
5 Year 20.78% 19.39% 19.39%

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 16.1% 16.44% 16.44%
3 Year 35.52% 35.74% 35.74%
5 Year 65.79% 67.49% 67.49%

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 20.5% 20.39% 20.39%
3 Year 50.51% 50.56% 50.56%
5 Year 74.23% 72.58% 72.58%

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 0.81% 0.77% 0.77%
Beta 0.98% 0.98% 0.98%
Alpha 1.72% 1.01% 1.01%

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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 2.01 1.57 1.57
Large Cap 81.07 86.91 86.91
Mid Cap 8.51 6.74 6.74
Small Cap 8.41 4.78 4.78

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 1.18 1.55 1.55
Energy 11.31 17.34 17.34
Capital Goods 10.54 5.76 5.76
Technology 10.14 8.66 8.66
Financial 27.72 27.64 27.64
Materials 1.1 3.91 3.91
Healthcare 5.82 6 6
Consumer Staples 11.45 8.69 8.69
Automobile 6.33 6.34 6.34
Services 6.99 4.56 4.56
Construction 1.26 5.73 5.73
Consumer Discretionary 2.57 - -
Communication 1.16 0.81 0.81
Chemicals 1.52 - -
Insurance 0.91 0.7 0.7
Metals & Mining - 2.31 2.31

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