Nippon India 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
15.4%
3Y Return
14.7%
Dekho, aapke paas do bade fund hain, Nippon India Large Cap Fund aur Invesco Mutual Fund Large Cap Fund. Ye donon fund large cap category mein aate hain. Aaj hum unke beech comparison karke, unke long-term investment ke liye suitable fund ko decide karenge.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Invesco Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 12.43 |
| Sharpe Ratio | 0.73 | 0.66 |
| 1 Year Return (%) | -0.91% | -4.02% |
| 3 Year Return (%) | 15.4% | 14.7% |
| 5 Year Return (%) | 3.31% | 12.03% |
| Since Launch (%) | 12.7% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.43% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 70% | 27% |
🤖 AI Verdict – Which is Better?
Haan, long-term wealth creation ke liye hum kya dekhenge? Fund A ki 3Y return 15.4% hai, lekin Fund B ki 3Y return 14.7% hai. Lekin expense ratio ke hisab se, Fund B bahut kam kharcha hai, 0.52% hai. Tobe Fund B better option hai. Riskometer bhi donon fund mein bahut hi hai, lekin Fund B ka Sharpe ratio thoda kam hai. Toh chaliye Fund B ka option hai.
Why consider Nippon India Large Cap Fund?
- Expense ratio: 1.56%
- 3Y return: 15.4%
- AUM: 5.17 Lac Cr
- Sharpe Ratio: 0.73
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 investment ke liye Fund B better option hai. Fund A ki 1Y return negative hai, lekin Fund B ki 1Y return bhi kam hai. Lekin 3Y return ke hisab se, Fund B consistent returns deta hai. Toh Fund B monthly SIP ke liye accha option hai.
⚠️ Risk & Cost Analysis
Haan, riskometer aur volatility ke hisab se donon fund bahut hi riski hain. Lekin Sharpe ratio ke hisab se, Fund A better risk-adjusted returns deta hai. Expense ratio ke hisab se bhi Fund A kam kharcha hai, 1.56% hai. Lekin Fund B ka volatility thoda kam hai.
📊 Portfolio Diversification
Asset allocation ke hisab se, donon fund mein equity 96% hai. Lekin T-Bills ki allocation ke hisab se, Fund B thoda kam diversified hai. Top holdings ke hisab se bhi, Fund A mein HDFC Bank aur ICICI Bank ki share thoda kam hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% 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?
Sach ye hai, Fund A ki 5Y return 3.31% hai, lekin Fund B ki 5Y return 12.03% hai. Lekin 3Y return ke hisab se, Fund B better hai. Toh Fund B long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka volatility 12.27 hai, lekin Fund B ka volatility 12.43 hai. Lekin Sharpe ratio ke hisab se, Fund A better risk-adjusted returns deta hai. Toh Fund A higher risk fund worth hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B ka expense ratio 0.52% hai, lekin Fund A ka expense ratio 1.56% hai. Toh Fund B 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