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 81/100 vs 74/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.94), 3-year returns of 16.6% vs 15.7%, and an expense ratio of 0.90% vs 1.06%. 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 | 7.2%BEST | 4.4% | ||
3Y return | 16.6%BEST | 15.7% | ||
5Y return | 11.6%BEST | 10.8% | ||
Since launch | 15.1%BEST | 13.1% | ||
| Vs category benchmark | ||||
1Y vs index | +8.6%BEST | +5.8% | ||
3Y vs index | +6.4%BEST | +5.5% | ||
5Y vs index | +3.6%BEST | +2.9% | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.55BEST | 0.52 | ||
Sortino ratio | 0.96BEST | 0.94 | ||
Std deviation | 16.17 | 15.26BEST | ||
Alpha | 3.96BEST | 3.23 | ||
Beta | 1.05 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.90%BEST | 1.06% | ||
Fund size | ₹2.0k Cr | ₹2.1k CrBEST | ||
Portfolio P/E | 25.59 | 22.99BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Hiten Jain, Deepak Gupta | 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 |
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Quick answers
Is Invesco India Large Cap better than Bandhan Large Cap?
Invesco India Large Cap currently edges it with a Smart Score of 81/100 vs 74/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.94), 3-year returns of 16.6% vs 15.7%, and an expense ratio of 0.90% vs 1.06%. 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 1.06% (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 0.96 vs 0.94. Sharpe ratios: Invesco India Large Cap 0.55, Bandhan Large Cap 0.52.