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Tata Large Cap Fund vs Invesco India Large Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Tata Large Cap Fund
  • Invesco India Large Cap Fund
Tata Large Cap Fund compared with Invesco India Large Cap Fund
FundTata Mutual FundTata Large Cap FundLarge Cap Fund · Direct planNAV ₹576.43Invesco Mutual FundInvesco India Large Cap FundLarge Cap Fund · Direct planNAV ₹86.81
Returns
1 year-2.4%1.3% (best of these funds)
3 yearsa year9.7%13.5% (best of these funds)
5 yearsa year9.4%11.4% (best of these funds)
10 yearsa year12%13.6% (best of these funds)
Risk
Volatilitya year13.8% (best of these funds)14.3%
Worst fall−37.6%−36.9% (best of these funds)
Best year90.3% (best of these funds)83.8%
Worst year-32%-29.9% (best of these funds)
Years in gain83%87% (best of these funds)
Cost and size
Expense ratio1.24%0.67% (best of these funds)
Fund size₹2,765 Cr₹2,021 Cr
Minimum SIP₹100₹100
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.