Taurus Large Cap vs Invesco India Large Cap
Data updated · direct-growth plans · not investment advice
Taurus Large Cap currently edges it with a Smart Score of 80/100 vs 80/100. Taurus Large Cap has the stronger risk-adjusted profile (Sortino 0.72 vs 0.65), 3-year returns of 13.4% vs 12.9%, and an expense ratio of — 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 | 7.0%BEST | -0.7% | ||
3Y return | 13.4%BEST | 12.9% | ||
5Y return | 10.2% | 10.4%BEST | ||
Since launch | 10.6% | 14.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +16.2%BEST | +8.5% | ||
3Y vs index | +7.6%BEST | +7.1% | ||
5Y vs index | +4.3% | +4.5%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.51BEST | 0.51 | ||
Sortino ratio | 0.72BEST | 0.65 | ||
Std deviation | 15.08BEST | 16.29 | ||
Alpha | 4.15 | 4.19BEST | ||
Beta | 0.93 | 1.05 | ||
| Cost & size | ||||
Expense ratio | — | 0.92%BEST | ||
Fund size | ₹60 Cr | ₹2.0k CrBEST | ||
Portfolio P/E | — | 28.58BEST | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | ★★★★★BEST | ||
| Details | ||||
Fund manager | — | Hiten Jain, Deepak Gupta | ||
Benchmark | BSE 100 TRI | Nifty 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 Taurus Large Cap better than Invesco India Large Cap?
Taurus Large Cap currently edges it with a Smart Score of 80/100 vs 80/100. Taurus Large Cap has the stronger risk-adjusted profile (Sortino 0.72 vs 0.65), 3-year returns of 13.4% vs 12.9%, and an expense ratio of — vs 0.92%. Scores are relative to all Large Cap peers and refresh with every data update.
Which is cheaper — Taurus Large Cap or Invesco India Large Cap?
Invesco India Large Cap has the lower expense ratio: 0.92% 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), Taurus Large Cap leads with 0.72 vs 0.65. Sharpe ratios: Taurus Large Cap 0.51, Invesco India Large Cap 0.51.