Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

Tata Large & Mid 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 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)	₹6250 Cr	₹7943 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	1.8	1.77
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	-3.35%	-1.39%
6 Month	-13.22%	-13.7%
1 Year	9.32%	1.81%
3 Year	18.86%	15.49%
5 Year	19.96%	18.81%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	-10.92%	-9.1%
1 Year	-15.03%	-15.99%
3 Year	17.92%	10.01%
5 Year	18.46%	14.65%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year	13.52%	16.65%
3 Year	14.27%	15.07%
5 Year	14.77%	14.35%

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	0.75%	0.58%
Beta	0.97%	0.84%
Alpha	2.65%	-0.13%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	2.23685	6.22963
Large Cap	34.76921	43.54581
Mid Cap	44.77483	35.76137
Small Cap	18.21915	14.46316

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	0.2744	6.02601
Communication Services	1.96245	5.28001
Consumer Cyclical	23.77115	7.268
Healthcare	13.76743	6.78899
Real Estate	6.65906	2.19952
Financial Services	27.4632	32.65117
Basic Materials	4.90047	11.07131
Industrials	10.04029	10.84194
Consumer Defensive	2.2528	6.9213
Technology	8.90879	4.55263
Energy	-	4.4596
Utilities	-	1.93949