Motilal Oswal Large 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
12.12%
3Y Return
14.7%
Dekho, aapke paas do bade funs hain, Fund A aur Fund B, dono large cap funds hain. Hum aaj in dono funds ke beech ka comparison karne ja rahe hain aur aapko pata lagane ja rahe hain ki kis fund mein long term mein aapko jyada return mil sakta hai. Chaliye, shuru karte hain.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Invesco Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 12.43 |
| Sharpe Ratio | 0.46 | 0.66 |
| 1 Year Return (%) | -1.96% | -4.02% |
| 3 Year Return (%) | 12.12% | 14.7% |
| 5 Year Return (%) | 12.11% | 12.03% |
| Since Launch (%) | 14.83% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long term mein Fund B better hai. Iska reason hai ki fund B ka 3Y return 14.7% hai, jabki fund A ka 3Y return 12.12% hai. Lekin, expense ratio ke hisab se fund B thoda expensive hai. Haan, riskometer ke hisab se dono funds ek hi riskmeter par hain, lekin fund B ka volatility 12.43 hai, jo fund A ke 12.29 se jyada hai.
Why consider Motilal Oswal Large Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 12.12%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.46
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 ke liye fund B better hai. Iska reason hai ki fund B ka 5Y return 12.03% hai, jabki fund A ka 5Y return 12.11% hai. Lekin, consistency ke hisab se dono funds ek hi hain. Haan, risk ke hisab se fund A thoda kam jyada risk wala hai.
⚠️ Risk & Cost Analysis
Riskometer ke hisab se dono funds ek hi riskmeter par hain, lekin fund B ka volatility 12.43 hai, jo fund A ke 12.29 se jyada hai. Sharpe ratio ke hisab se fund B better hai. Expense ratio ke hisab se fund B thoda expensive hai.
📊 Portfolio Diversification
Asset allocation ke hisab se dono funds ek hi hain. Lekin, top 3 holdings ke hisab se fund A ka HDFC Bank Ltd. 8.5% hai, jo fund B ka bhi 8.5% hai. Haan, sector risk ke hisab se fund A ka Reliance Industries Ltd. 6.9% hai, jo fund B ka bhi 6.9% hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% 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?
Fund B ka 5Y return 12.03% hai, jo fund A ka 12.11% se kam hai. Isliye, fund A long term mein better hai.
Q2: Is the higher risk fund worth it?
Volatility ke hisab se fund B ka 12.43 hai, jo fund A ka 12.29 se jyada hai. Sharpe ratio ke hisab se fund B better hai. Isliye, fund B worth hai.
Q3: Which fund is more cost-effective?
Expense ratio ke hisab se fund A ka 0.82% hai, jo fund B ka 0.52% se jyada hai. Isliye, fund B 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