HDFC Flexi Cap 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
17.84%
3Y Return
14.7%
dekho, humne yahan do funds ki comparison ki hai - HDFC Flexi Cap Fund aur Invesco Mutual Fund Large Cap Fund, jo ki alag-alag categories mein aate hain, Multi Cap aur Large Cap. Aage chaliye, hum dekhte hain ki kaunsa fund aapke long-term wealth creation ke liye better hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Invesco Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 497.22 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 12.43 |
| Sharpe Ratio | 0.87 | 0.66 |
| 1 Year Return (%) | -0.81% | -4.02% |
| 3 Year Return (%) | 17.84% | 14.7% |
| 5 Year Return (%) | 17.6% | 12.03% |
| Since Launch (%) | 14.35% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 27% |
🤖 AI Verdict – Which is Better?
sach ye hai ki HDFC Flexi Cap Fund ka 3Y return, 17.84% hai, jo ki Invesco Mutual Fund Large Cap Fund se zyada hai, aur expense ratio bhi thoda zyada hai, lekin riskometer dono funds ka very high hai, toh hum kehte hain HDFC Flexi Cap Fund long-term wealth creation ke liye better hai.
Why consider HDFC Flexi Cap Fund?
- Expense ratio: 0.67%
- 3Y return: 17.84%
- AUM: 10.05 Lac Cr
- Sharpe Ratio: 0.87
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
haan, agar aap monthly SIP ke liye soch rahe hain, toh HDFC Flexi Cap Fund better option hai, kyunki uska consistency aur return stability thoda zyada hai, aur 10+ years ke liye investment kar rahe hain, toh yeh fund aapke liye suitable hai.
⚠️ Risk & Cost Analysis
dekho, riskometer dono funds ka very high hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio, 0.87 hai, jo ki Invesco Mutual Fund Large Cap Fund se zyada hai, aur volatility bhi thoda zyada hai, lekin expense ratio thoda zyada hai, toh hum kehte hain HDFC Flexi Cap Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
chaliye, asset allocation ki baat karte hain, toh HDFC Flexi Cap Fund ka equity allocation, 97% hai, aur Invesco Mutual Fund Large Cap Fund ka 96% hai, aur top holdings ki baat karte hain, toh HDFC Flexi Cap Fund ka concentration thoda kam hai, aur sector risk bhi kam hai, toh yeh fund thoda zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% 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?
HDFC Flexi Cap Fund ka 5Y return, 17.6% hai, jo ki Invesco Mutual Fund Large Cap Fund se zyada hai, toh yeh fund better returns deta hai.
Q2: Is the higher risk fund worth it?
haan, Sharpe ratio ki baat karte hain, toh HDFC Flexi Cap Fund ka Sharpe ratio, 0.87 hai, jo ki Invesco Mutual Fund Large Cap Fund se zyada hai, toh yeh fund higher risk ke badle better returns deta hai.
Q3: Which fund is more cost‑effective?
Invesco Mutual Fund Large Cap Fund ka expense ratio, 0.52% hai, jo ki HDFC Flexi Cap Fund se kam hai, toh yeh fund more 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