Invesco India Large Cap vs Taurus 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 79/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.94), 3-year returns of 16.6% vs 16.4%, and an expense ratio of 0.90% vs —. 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% | 12.1%BEST | ||
3Y return | 16.6%BEST | 16.4% | ||
5Y return | 11.6%BEST | 11.4% | ||
Since launch | 15.1%BEST | 11.1% | ||
| Vs category benchmark | ||||
1Y vs index | +8.6% | +13.5%BEST | ||
3Y vs index | +6.4%BEST | +6.1% | ||
5Y vs index | +3.6%BEST | +3.5% | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.55 | 0.60BEST | ||
Sortino ratio | 0.96BEST | 0.94 | ||
Std deviation | 16.17 | 14.82BEST | ||
Alpha | 3.96 | 4.49BEST | ||
Beta | 1.05 | 0.92 | ||
| Cost & size | ||||
Expense ratio | 0.90%BEST | — | ||
Fund size | ₹2.0k CrBEST | ₹65 Cr | ||
Portfolio P/E | 25.59BEST | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★BEST | — | ||
| Details | ||||
Fund manager | Hiten Jain, Deepak Gupta | — | ||
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 Taurus Large Cap?
Invesco India Large Cap currently edges it with a Smart Score of 81/100 vs 79/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.94), 3-year returns of 16.6% vs 16.4%, and an expense ratio of 0.90% vs —. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Invesco India Large Cap or Taurus Large Cap?
Invesco India Large Cap has the lower expense ratio: 0.90% vs 99.00% (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, Taurus Large Cap 0.60.