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 do funds ki comparison ki hai - HDFC Flexi Cap Fund aur Invesco Mutual Fund Large Cap Fund. Dono hi very high risk wale hain, lekin unke returns aur expense ratio alag hain. Aage chaliye, hum dekhege kaunsa fund 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?
haan, HDFC Flexi Cap Fund 3Y return mein 17.84% ka return diya hai, jo Invesco Mutual Fund Large Cap Fund se zyada hai. Iske alawa, HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo thoda zyada hai, lekin overall risk-adjusted returns ke liye yeh 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
sach ye hai, dono funds long-term SIP ke liye suitable hain, lekin HDFC Flexi Cap Fund ka 3Y return consistency thodi zyada hai. Isliye, yeh fund 10+ years ke SIP ke liye better hai.
⚠️ Risk & Cost Analysis
dekho, dono funds ka riskometer very high hai, lekin HDFC Flexi Cap Fund ka volatility 12.97 hai, jo Invesco Mutual Fund Large Cap Fund se thoda zyada hai. Lekin, HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo better risk-adjusted returns deta hai.
📊 Portfolio Diversification
chaliye, asset allocation ki baat karte hain. HDFC Flexi Cap Fund ka equity allocation 97% hai, jabki Invesco Mutual Fund Large Cap Fund ka 96% hai. Top holdings mein, dono funds ka concentration HDFC Bank, ICICI Bank, aur Reliance Industries mein hai, lekin HDFC Flexi Cap 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 Invesco Mutual Fund Large Cap Fund se zyada hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo better risk-adjusted returns deta hai, lekin volatility thoda zyada hai.
Q3: Which fund is more cost‑effective?
Invesco Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Flexi Cap Fund se kam 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