Nippon India Large Cap vs Invesco India Large Cap
Data updated · direct-growth plans · not investment advice
Nippon India Large Cap currently edges it with a Smart Score of 78/100 vs 77/100. Nippon India Large Cap has the weaker risk-adjusted profile (Sortino 0.70 vs 1.55), 3-year returns of 13.0% vs 14.9%, and an expense ratio of 0.92% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
| Metric | 78 Nippon India Large Cap Nippon India Strong Buy | 77 Invesco India Large Cap Invesco Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | -0.3% | 4.2%BEST | |
3Y return ↑ higher is better | 13.0% | 14.9%BEST | |
5Y return ↑ higher is better | 16.3%BEST | 14.0% | |
Since launch ↑ higher is better | 15.3%BEST | 15.0% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +2.4% | +6.9%BEST | |
3Y vs index fund minus its own index | +4.9% | +6.9%BEST | |
5Y vs index fund minus its own index | +6.1%BEST | +3.8% | |
Benchmark used | Nifty 50 | Nifty 50 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.67BEST | 0.65 | |
Sortino ratio ↑ higher is better | 0.70 | 1.55BEST | |
Std deviation ↓ lower is better | 14.17BEST | 15.74 | |
Alpha ↑ higher is better | 3.15 | 3.21BEST | |
Beta ≈1 moves with the market | 0.95 | 1.04 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.92%BEST | 0.94% | |
Fund size ↑ higher is better | ₹53.2k CrBEST | ₹1.8k Cr | |
Portfolio P/E ↓ lower is better | 24.69BEST | 48.34 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Bhavik Dave, Sailesh Raj Bhan | Aditya Khemani | |
Benchmark | BSE 100 TRI | Nifty 100 TRI | |
Riskometer | Moderately High | Moderately High | |
Start date | 01 Jan 2013 | 01 Jan 2013 | |
Quick answers
Is Nippon India Large Cap better than Invesco India Large Cap?
Nippon India Large Cap currently edges it with a Smart Score of 78/100 vs 77/100. Nippon India Large Cap has the weaker risk-adjusted profile (Sortino 0.70 vs 1.55), 3-year returns of 13.0% vs 14.9%, and an expense ratio of 0.92% vs 0.94%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Nippon India Large Cap or Invesco 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 1.55 vs 0.70. Sharpe ratios: Nippon India Large Cap 0.67, Invesco India Large Cap 0.65.