ICICI Pru Large Cap vs Invesco India Large Cap
Data updated · direct-growth plans · not investment advice
ICICI Pru Large Cap currently edges it with a Smart Score of 78/100 vs 77/100. ICICI Pru Large Cap has the weaker risk-adjusted profile (Sortino 0.66 vs 1.49), 3-year returns of 12.4% vs 14.2%, and an expense ratio of 1.05% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
| Metric | 78 ICICI Pru Large Cap ICICI Pru Strong Buy | 77 Invesco India Large Cap Invesco Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | -2.4% | 1.9%BEST | |
3Y return ↑ higher is better | 12.4% | 14.2%BEST | |
5Y return ↑ higher is better | 13.5%BEST | 13.2% | |
Since launch ↑ higher is better | 14.6% | 14.8%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +2.1% | +6.4%BEST | |
3Y vs index fund minus its own index | +4.8% | +6.6%BEST | |
5Y vs index fund minus its own index | +3.9%BEST | +3.6% | |
Benchmark used | Nifty 50 | Nifty 50 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.67BEST | 0.65 | |
Sortino ratio ↑ higher is better | 0.66 | 1.49BEST | |
Std deviation ↓ lower is better | 13.53BEST | 15.74 | |
Alpha ↑ higher is better | 2.92 | 3.21BEST | |
Beta ≈1 moves with the market | 0.90 | 1.04 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.05% | 0.94%BEST | |
Fund size ↑ higher is better | ₹79.4k CrBEST | ₹1.8k Cr | |
Portfolio P/E ↓ lower is better | 21.11BEST | 48.34 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Sankaran Naren, Vaibhav Dusad | Aditya Khemani | |
Benchmark | Nifty 100 TRI | Nifty 100 TRI | |
Riskometer | Moderately High | Moderately High | |
Start date | 01 Jan 2013 | 01 Jan 2013 | |
Quick answers
Is ICICI Pru Large Cap better than Invesco India Large Cap?
ICICI Pru Large Cap currently edges it with a Smart Score of 78/100 vs 77/100. ICICI Pru Large Cap has the weaker risk-adjusted profile (Sortino 0.66 vs 1.49), 3-year returns of 12.4% vs 14.2%, and an expense ratio of 1.05% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — ICICI Pru Large Cap or Invesco India Large Cap?
Invesco India Large Cap has the lower expense ratio: 0.94% vs 1.05% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Invesco India Large Cap leads with 1.49 vs 0.66. Sharpe ratios: ICICI Pru Large Cap 0.67, Invesco India Large Cap 0.65.