Invesco India Large Cap vs Nippon India 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 73/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.60 vs 0.32), 3-year returns of 12.7% vs 9.7%, and an expense ratio of 0.92% vs 0.88%. 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 | 1.1%BEST | -5.7% | ||
3Y return | 12.7%BEST | 9.7% | ||
5Y return | 11.1% | 12.6%BEST | ||
Since launch | 14.6% | 14.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +8.1%BEST | +1.2% | ||
3Y vs index | +7.1%BEST | +4.1% | ||
5Y vs index | +4.4% | +5.9%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.71BEST | 0.56 | ||
Sortino ratio | 0.60BEST | 0.32 | ||
Std deviation | 15.60 | 13.89BEST | ||
Alpha | 4.25BEST | 1.67 | ||
Beta | 1.04 | 0.94 | ||
| Cost & size | ||||
Expense ratio | 0.92% | 0.88%BEST | ||
Fund size | ₹2.0k Cr | ₹54.1k CrBEST | ||
Portfolio P/E | 28.58 | 23.04BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Hiten Jain | Bhavik Dave, Sailesh Raj Bhan | ||
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 Nippon India Large Cap?
Invesco India Large Cap currently edges it with a Smart Score of 82/100 vs 73/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.60 vs 0.32), 3-year returns of 12.7% vs 9.7%, and an expense ratio of 0.92% vs 0.88%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Invesco India Large Cap or Nippon India Large Cap?
Nippon India Large Cap has the lower expense ratio: 0.88% vs 0.92% (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 0.60 vs 0.32. Sharpe ratios: Invesco India Large Cap 0.71, Nippon India Large Cap 0.56.