UTI vs Invesco India Largecap Fund compare

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tortoise-icon Invesco India Largecap Fund - Growth

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tortoise-icon UTI - Master Share-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 UTI - Master Share-Growth Option
Fund Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1144 Cr ₹13184 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Aug 2009 18 Oct 1986
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 56% 17%
Expense Ratio 2.11 1.72
Manager Hiten Jain Karthikraj Lakshmanan
ISIN Code INF205K01304 INF789F01976
Exits Load Nil/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
1 Month -5.83% -7.34%
6 Month 9.65% 7.67%
1 Year 38.46% 26.9%
3 Year 13.71% 9.99%
5 Year 18.12% 16.06%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
6 Month - -
1 Year 16.1% 12.67%
3 Year 35.52% 26.8%
5 Year 65.79% 55.36%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
1 Year 11.34% 12.04%
3 Year 12.85% 12.28%
5 Year 12.86% 12.93%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Standard Deviation 12.81% 11.82%
Sharp 0.78% 0.58%
Beta 0.98% 0.92%
Alpha 1.48% -0.67%

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Fund Managers

Scheme Name Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option
Name Hiten Jain Karthikraj Lakshmanan
Total AUM ₹4078 Cr ₹14959 Cr
Fund Manage 4 2
Invesco India Largecap Fund - Growth UTI - Master Share-Growth Option

Market Cap

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 2.01 1.44
Large Cap 81.07 80.56
Mid Cap 8.51 15.58
Small Cap 8.41 0.99

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

UTI - Master Share-Growth Option

Others 1.18 0.49
Energy 11.31 -
Capital Goods 10.54 -
Technology 10.14 -
Financial 27.72 -
Materials 1.1 -
Healthcare 5.82 -
Consumer Staples 11.45 -
Automobile 6.33 -
Services 6.99 -
Construction 1.26 2.02
Consumer Discretionary 2.57 -
Communication 1.16 -
Chemicals 1.52 -
Insurance 0.91 3.31
Automobiles - 4.12
Petroleum Products - 6.67
Industrial Products - 1.61
IT - Software - 12.29
Ferrous Metals - 1.96
Consumer Durables - 3.98
Banks - 26.52
Pharmaceuticals & Biotechnology - 3.29
Personal Products - 1.78
Healthcare Services - 0.99
Diversified FMCG - 0.92
Fertilizers & Agrochemicals - 0.53
Retailing - 7.44
Finance - 3.36
Telecom - Services - 4.66
Diversified - 0.51
Cement & Cement Products - 1.7
Consumable Fuels - 0.89
Transport Services - 1.45
Beverages - 1.37
Power - 1.72
Textiles & Apparels - 0.97
Auto Components - 2.87
Leisure Services - 1.15

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