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 77/100 vs 77/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 1.55 vs 0.84), 3-year returns of 14.9% vs 14.7%, and an expense ratio of 0.94% vs 0.95%. Scores are relative to all Large Cap peers and refresh with every data update.
| Metric | 77 Invesco India Large Cap Invesco Buy | 77 WhiteOak Capital Large Cap WhiteOak Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 4.2%BEST | 2.0% | |
3Y return ↑ higher is better | 14.9%BEST | 14.7% | |
5Y return ↑ higher is better | 14.0%BEST | — | |
Since launch ↑ higher is better | 15.0%BEST | 13.8% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +6.9%BEST | +4.7% | |
3Y vs index fund minus its own index | +6.9%BEST | +6.6% | |
5Y vs index fund minus its own index | +3.8%BEST | — | |
Benchmark used | Nifty 50 | Nifty 50 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.65 | 0.70BEST | |
Sortino ratio ↑ higher is better | 1.55BEST | 0.84 | |
Std deviation ↓ lower is better | 15.74 | 13.61BEST | |
Alpha ↑ higher is better | 3.21 | 3.35BEST | |
Beta ≈1 moves with the market | 1.04 | 0.91 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.94%BEST | 0.95% | |
Fund size ↑ higher is better | ₹1.8k CrBEST | ₹1.2k Cr | |
Portfolio P/E ↓ lower is better | 48.34 | 24.63BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Aditya Khemani | — | |
Benchmark | Nifty 100 TRI | BSE 100 TRI | |
Riskometer | Moderately High | Moderately High | |
Start date | 01 Jan 2013 | 01 Dec 2022 | |
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 77/100 vs 77/100. Invesco India Large Cap has the stronger risk-adjusted profile (Sortino 1.55 vs 0.84), 3-year returns of 14.9% vs 14.7%, and an expense ratio of 0.94% vs 0.95%. 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?
Invesco India Large Cap has the lower expense ratio: 0.94% vs 0.95% (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 1.55 vs 0.84. Sharpe ratios: Invesco India Large Cap 0.65, WhiteOak Capital Large Cap 0.70.