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%
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Invesco Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 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 (%) | 16.46% | 12.03% |
| Since Launch (%) | 15.3% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 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 | BSE 100 Total Return Index | 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?
Why consider Nippon India Large Cap Fund?
- Expense ratio: 0.8%
- 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
⚠️ Risk & Cost Analysis
📊 Portfolio Diversification
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?
Answer based on 5Y/3Y returns. Fund A ka 5Y return 16.46% hai, jabki Fund B ka 12.03% hai. Haan, Fund A ki returns Fund B se jyada hai.
Q2: Is the higher risk fund worth it?
Answer comparing volatility and Sharpe ratio. Fund A ka riskometer very high hai, jabki Fund B ka bhi very high hai. Lekin, Fund A ka Sharpe ratio 0.73 hai, jabki Fund B ka 0.66 hai. Haan, Fund A ki Sharpe ratio Fund B se jyada hai, lekin uska riskometer aur volatility Fund B se kam nahin hain.
Q3: Which fund is more cost-effective?
Answer comparing expense ratio and exit load (if provided). Fund A ka expense ratio 0.8% hai, jabki Fund B ka 0.52% hai. Haan, Fund B ki expense ratio Fund A se jyada 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