Axis 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
6.98%
3Y Return
14.7%
Aapke paas do funds hain - Axis Liquid Fund aur Invesco Mutual Fund Large Cap Fund. Ye donon funds alag-alag categories mein aate hain. Ye jankari seekhne ke liye aap yahaan hain.
[VERDICT]| Parameter | AAxis Liquid Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Invesco Mutual Fund |
| Category | Liquid | Large Cap |
| NAV (₹) | 3096.85 | 497.22 |
| AUM (₹ Cr) | 5.16 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.11% | 0.52% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 12.43 |
| Sharpe Ratio | 4.36 | 0.66 |
| 1 Year Return (%) | 6.25% | -4.02% |
| 3 Year Return (%) | 6.98% | 14.7% |
| 5 Year Return (%) | 6.17% | 12.03% |
| Since Launch (%) | 6.86% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Aditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty 50 |
| Top 3 Holdings | Reserve Bank of India (3.46%), National Bank For Agriculture & Rural Development (3.37%), Reliance Jio Infocomm Ltd. (2.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | CP: 53.47% | CD: 31.44% | T-Bills: 11.86% | Debenture: 0.88% | Money Mkt: 0.39% | Bonds/NCD: 0.28% | NCD: 0.24% | Debt: 0.09% | IRS: 0.0% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 207% | 27% |
🤖 AI Verdict – Which is Better?
Haan, sach ye hai, Invesco Mutual Fund Large Cap Fund 3Y return ke hisaab se behtar hai, lekin expense ratio aur riskometer ke hisaab se Axis Liquid Fund better hai. Toh our verdict hai ki Axis Liquid Fund long-term wealth creation ke liye behtar fund hai.
[SIP_SUITABILITY]Why consider Axis Liquid Fund?
- Expense ratio: 0.11%
- 3Y return: 6.98%
- AUM: 5.16 Lac Cr
- Sharpe Ratio: 4.36
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
dekho, SIP ke liye jo fund better hai wo hai jo return stability aur consistency se jude hua hai. Invesco Mutual Fund Large Cap Fund ke 1Y return kam hai, lekin 3Y return mein iska return thoda bada hai. Isiliye, SIP ke liye Invesco Mutual Fund Large Cap Fund better hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Volatility, riskometer, Sharpe ratio, expense ratio - sabhi factors ko dekhte hue, Invesco Mutual Fund Large Cap Fund ke liye lagbhag N/A hoga. Lekin expense ratio ke hisaab se Axis Liquid Fund behtar hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation ke hisaab se, Invesco Mutual Fund Large Cap Fund mein Equity 96% hai, lekin Axis Liquid Fund mein CP, CD, aur T-Bills jaise fixed income assets hain. Iske liye, portfolio diversification ke hisaab se, Invesco Mutual Fund Large Cap Fund better hai.
[FAQ]SIP Calculator – Compare Growth Potential
Axis Liquid Fund
₹869500.53
@7.0% 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?
Axis Liquid Fund 5Y return ke hisaab se 6.17% hai, jiska 3Y return 6.98% hai. Iske liye, Axis Liquid Fund long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Invesco Mutual Fund Large Cap Fund ke volatility 12.43 ha, jiska Sharpe ratio 0.66 hai. Toh yeh fund higher risk hai, lekin agar aap higher risk le sakte ho, toh yeh fund worth hai.
Q3: Which fund is more cost-effective?
Axis Liquid Fund ke expense ratio 0.11% hai, jiska Invesco Mutual Fund Large Cap Fund ke expense ratio 0.52% hai. Toh Axis Liquid Fund 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