Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6149 Cr | ₹8390 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 73% | 10.69% |
| Expense Ratio | 1.81 | 1.76 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K01247 | INF277K01428 |
| Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -8.54% | -4.38% |
| 6 Month | -0.29% | -5.06% |
| 1 Year | 22.98% | 10.02% |
| 3 Year | 18.28% | 14% |
| 5 Year | 19.02% | 17.07% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.88% | -1.46% |
| 3 Year | 27.28% | 15.51% |
| 5 Year | 24.06% | 18.21% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.29% | 16.6% |
| 3 Year | 14.17% | 15.03% |
| 5 Year | 14.63% | 14.28% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 11.3% |
| Sharp | 1% | 0.76% |
| Beta | 0.94% | 0.84% |
| Alpha | 3.88% | 0.33% |
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| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Fund Manage | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 0.31 | 5.37 |
| Large Cap | 37.45 | 40.47 |
| Mid Cap | 49.15 | 38.5 |
| Small Cap | 13.09 | 15.66 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 0.31 | 5.37 |
| Telecom - Services | 2.01 | 5.07 |
| Industrial Products | 6.68 | 4.2 |
| Healthcare Services | 5.49 | 2.83 |
| Retailing | 8.27 | 2.2 |
| Realty | 7.55 | 1.03 |
| Insurance | 4.26 | - |
| Banks | 13.94 | 23.22 |
| Consumer Durables | 6.82 | 0.95 |
| Leisure Services | 3.27 | 1.05 |
| Cement & Cement Products | 3.79 | 3.49 |
| Electrical Equipment | 1.91 | 1.7 |
| Capital Markets | 4.26 | 2.69 |
| Finance | 5.84 | 5.55 |
| Automobiles | 4.18 | 2.09 |
| Agricultural Food & other Products | 1.41 | 0.63 |
| Ferrous Metals | 1.1 | - |
| IT - Software | 6.66 | 3.19 |
| Auto Components | 2.7 | 4.23 |
| Pharmaceuticals & Biotechnology | 5.46 | 2.82 |
| Transport Services | 2.64 | - |
| Industrial Manufacturing | 1.45 | - |
| Petroleum Products | - | 3.97 |
| Construction | - | 1.55 |
| Diversified FMCG | - | 1.69 |
| Beverages | - | 4.83 |
| Diversified | - | 2.33 |
| Gas | - | 0.9 |
| Chemicals & Petrochemicals | - | 3.97 |
| Fertilizers & Agrochemicals | - | 4.01 |
| Commercial Services & Supplies | - | 3.09 |
| Power | - | 1.35 |
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