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 78/100 vs 78/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 1.53 vs 0.60), 3-year returns of 14.8% vs 12.5%, and an expense ratio of 0.94% vs 0.92%. Scores are relative to all Large Cap peers and refresh with every data update.
| Returns (CAGR) | ||||
1Y return | 5.9%BEST | 0.5% | ||
3Y return | 14.8%BEST | 12.5% | ||
5Y return | 13.6% | 15.7%BEST | ||
Since launch | 14.9% | 15.2%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +7.8%BEST | +2.4% | ||
3Y vs index | +6.8%BEST | +4.6% | ||
5Y vs index | +3.7% | +5.9%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.65 | 0.67BEST | ||
Sortino ratio | 1.53BEST | 0.60 | ||
Std deviation | 15.74 | 14.17BEST | ||
Alpha | 3.21BEST | 3.15 | ||
Beta | 1.04 | 0.95 | ||
| Cost & size | ||||
Expense ratio | 0.94% | 0.92%BEST | ||
Fund size | ₹1.8k Cr | ₹53.2k CrBEST | ||
Portfolio P/E | 48.34 | 24.69BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Aditya Khemani | 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 |
| not disclosed | ||
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 78/100 vs 78/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 1.53 vs 0.60), 3-year returns of 14.8% vs 12.5%, and an expense ratio of 0.94% vs 0.92%. 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: 0.92% vs 0.94% (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 1.53 vs 0.60. Sharpe ratios: Invesco India Large Cap 0.65, Nippon India Large Cap 0.67.