Angel One Mutual Fund Liquid Fund vs Invesco Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.76%
3Y Return
14.7%
Dekho, aapko do funds ke beech mein comparison karne ke liye aaya hai. Fund A Liquid Fund hai, jabki Fund B Large Cap Fund hai. Yahan aapko pata chalega ki kis fund mein invest karna aur kyun.
| Parameter | AAngel One Mutual Fund Liquid Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Angel One Mutual Fund | Invesco Mutual Fund |
| Category | Liquid Fund | Large Cap |
| NAV (₹) | 2132.04 | 497.22 |
| AUM (₹ Cr) | 4.67 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.52% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 12.43 |
| Sharpe Ratio | 2.36 | 0.66 |
| 1 Year Return (%) | 6.03% | -4.02% |
| 3 Year Return (%) | 6.76% | 14.7% |
| 5 Year Return (%) | 5.95% | 12.03% |
| Since Launch (%) | 6.23% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 13 November 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Amit Ganatra (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty 50 |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 221% | 27% |
🤖 AI Verdict – Which is Better?
Yeh decision Fund B ke liye hai, kyunki yeh 3Y return mein 14.7% ka return deta hai, jiska koi match nahin hai. Lekin, expense ratio bhi bahut jyada hai. Fund A low-risk fund hai, lekin yeh chalta hai. Our verdict hai ki Fund B hai, lekin kuch saavdhaani rakhna padega.
Why consider Angel One Mutual Fund Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.76%
- AUM: 4.67 Lac Cr
- Sharpe Ratio: 2.36
Why consider Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
SIP karna ek great idea hai, lekin yeh sab kuch depend karta hai. Fund B consistent return deta hai, lekin yeh bahut jyada risk lene wala hai. Fund A low-risk hai, lekin yeh return deta hai. Chaliye, SIP karna Fund A mein shuru karein.
⚠️ Risk & Cost Analysis
Riskometer mein Fund A low-risk hai, jabki Fund B Very High hai. Volatility bhi Fund B mein jyada hai. Sharpe ratio mein bhi Fund A accha hai. Expense ratio bhi Fund A mein kam hai. Sach ye hai ki Fund A better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Fund A mein asset allocation bahut achha hai, lekin sector risk bhi hai. Fund B mein equity mein bahut jyada investment hai. Top holdings mein bhi Fund B mein jyada concentration hai. Dekho, Fund A mein asset allocation better hai.
SIP Calculator – Compare Growth Potential
Angel One Mutual Fund Liquid Fund
₹858899.05
@6.8% annual return (3Y)
Invesco Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Answer based on 5Y/3Y returns. Fund B mein 3Y return 14.7% hai, lekin 5Y return 12.03% hai. Fund A mein 5Y return 5.95% hai. Sach ye hai ki Fund B better returns deta hai.
Q2: Is the higher risk fund worth it?
Answer comparing volatility and Sharpe ratio. Fund B mein volatility 12.43 hai, jabki Fund A mein 0.11 hai. Sharpe ratio mein bhi Fund A accha hai. Sach ye hai ki Fund A better risk-adjusted returns deta hai.
Q3: Which fund is more cost-effective?
Answer comparing expense ratio and exit load (if provided). Fund A mein expense ratio 0.12% hai, jabki Fund B mein 0.52% hai. Sach ye hai ki Fund A cost-effective hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price