Invesco India Large Cap vs Bandhan Large Cap
Data updated · direct-growth plans · not investment advice
Invesco India Large Cap currently edges it with a Smart Score of 82/100 vs 72/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.76 vs 0.72), 3-year returns of 14.4% vs 13.3%, and an expense ratio of 0.90% vs 1.11%. Scores are relative to all Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 5.8%BEST | 3.5% | ||
3Y return | 14.4%BEST | 13.3% | ||
5Y return | 12.1%BEST | 10.9% | ||
Since launch | 14.9%BEST | 12.9% | ||
| Vs category benchmark | ||||
1Y vs index | +8.9%BEST | +6.5% | ||
3Y vs index | +7.0%BEST | +5.9% | ||
5Y vs index | +4.5%BEST | +3.4% | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.70BEST | 0.63 | ||
Sortino ratio | 0.76BEST | 0.72 | ||
Std deviation | 15.60 | 14.86BEST | ||
Alpha | 4.26BEST | 3.03 | ||
Beta | 1.04 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.90%BEST | 1.11% | ||
Fund size | ₹1.9k Cr | ₹2.1k CrBEST | ||
Portfolio P/E | 29.20 | 22.76BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Hiten Jain | Manish Gunwani, Prateek Poddar | ||
Benchmark | Nifty 100 TRI | BSE 100 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Jan 2013 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||
Quick answers
Is Invesco India Large Cap better than Bandhan Large Cap?
Invesco India Large Cap currently edges it with a Smart Score of 82/100 vs 72/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.76 vs 0.72), 3-year returns of 14.4% vs 13.3%, and an expense ratio of 0.90% vs 1.11%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Invesco India Large Cap or Bandhan Large Cap?
Invesco India Large Cap has the lower expense ratio: 0.90% vs 1.11% (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 0.76 vs 0.72. Sharpe ratios: Invesco India Large Cap 0.70, Bandhan Large Cap 0.63.