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) | ₹5842 Cr | ₹7968 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 31 Mar 1993 |
| 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 | 1.82 | 1.78 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K01247 | INF277K01428 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -8.28% | -6.61% |
| 6 Month | 14.41% | 6.47% |
| 1 Year | 40.81% | 24.86% |
| 3 Year | 18.13% | 14.68% |
| 5 Year | 20.11% | 18.74% |
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.48% | 18.96% |
| 3 Year | 30.28% | 21.93% |
| 5 Year | 25.61% | 21.97% |
| 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 | 0.92% | 0.88% |
| Beta | 0.97% | 0.83% |
| Alpha | 2.17% | 1.29% |
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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 | 5.99 | 4.82 |
| Mid Cap | 39.25 | 40.55 |
| Large Cap | 47.15 | 42.67 |
| Small Cap | 7.61 | 11.96 |
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.48 | 4.68 |
| Communication | 3.12 | 5.05 |
| Materials | 5.58 | 4.09 |
| Construction | 6.83 | 1.81 |
| Healthcare | 10.05 | 6.49 |
| Insurance | 2.81 | - |
| Services | 12.88 | 4.69 |
| Financial | 22.74 | 31.45 |
| Capital Goods | 10.53 | 6.79 |
| Consumer Staples | 1.91 | 9.54 |
| Metals & Mining | 3.55 | 1.77 |
| Technology | 4.06 | 3.31 |
| Consumer Discretionary | 5.66 | - |
| Automobile | 5.83 | 7.72 |
| Energy | 2.97 | 5.69 |
| Chemicals | - | 6.92 |
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