Invesco India Large Cap vs WhiteOak Capital Large Cap
Data updated · direct-growth plans · not investment advice
Invesco India Large Cap currently edges it with a Smart Score of 80/100 vs 75/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.60 vs 0.58), 3-year returns of 12.8% vs 12.2%, and an expense ratio of 0.93% vs 0.92%. 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 | -3.1%BEST | -5.8% | ||
3Y return | 12.8%BEST | 12.2% | ||
5Y return | 9.4%BEST | — | ||
Since launch | 14.4%BEST | 11.4% | ||
| Vs category benchmark | ||||
1Y vs index | +7.1%BEST | +4.4% | ||
3Y vs index | +6.5%BEST | +6.0% | ||
5Y vs index | +4.0%BEST | — | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.51BEST | 0.51 | ||
Sortino ratio | 0.60BEST | 0.58 | ||
Std deviation | 16.29 | 14.25BEST | ||
Alpha | 4.19BEST | 3.62 | ||
Beta | 1.05 | 0.93 | ||
| Cost & size | ||||
Expense ratio | 0.93% | 0.92%BEST | ||
Fund size | ₹1.9k CrBEST | ₹1.2k Cr | ||
Portfolio P/E | 26.08 | 22.63BEST | ||
| 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 Dec 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Invesco India Large Cap better than WhiteOak Capital Large Cap?
Invesco India Large Cap currently edges it with a Smart Score of 80/100 vs 75/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 0.60 vs 0.58), 3-year returns of 12.8% vs 12.2%, and an expense ratio of 0.93% 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 WhiteOak Capital Large Cap?
WhiteOak Capital Large Cap has the lower expense ratio: 0.92% vs 0.93% (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 0.58. Sharpe ratios: Invesco India Large Cap 0.51, WhiteOak Capital Large Cap 0.51.