What is the risk comparison between Kotak Large Cap Fund - Growth and Invesco India Largecap Fund - Growth?

Kotak Large Cap Fund - Growth is less volatile than Invesco India Largecap Fund - Growth. Choose a fund based on your risk tolerance and goals.

Kotak Large Cap Fund - Growth vs Invesco India Largecap Fund - Growth: Which has better AUM growth?

Kotak Large Cap Fund - Growth has Rs 11086.61 crore in AUM and Invesco India Largecap Fund - Growth has Rs 1718.39 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Kotak Large Cap Fund - Growth or Invesco India Largecap Fund - Growth?

Kotak Large Cap Fund - Growth has an expense ratio of 1.74% and Invesco India Largecap Fund - Growth has 2.09%. Kotak Large Cap Fund - Growth has a lower ratio, which means it can give better net returns.

Kotak Large Cap Fund - Growth or Invesco India Largecap Fund - Growth: Which beats its benchmark more consistently?

Kotak Large Cap Fund - Growth has outperformed the benchmark more consistently with an average of 19.61% over 5 years than Invesco India Largecap Fund - Growth with 15.72%. Kotak Large Cap Fund - Growth has performed better against its benchmark.

Kotak Bluechip Fund vs Invesco India Largecap Fund compare

Compare Up to 4 FundsFree Analysis

Kotak Large Cap Fund - Growth

Large Capmedium Risk

Invesco India Largecap Fund - Growth

Large Capvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

14.88 %

Expense Ratio

1.74 %

The trade-off:

Verdict Lock

Returns (5Y)

15.69 %

Expense Ratio

2.09 %

The trade-off:

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

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METRICS

Kotak Large Cap Fund - Growth

Invesco India Largecap Fund - Growth

Basic Overview

Current NAV

₹ 579.75

₹ 69.03

Benchmark

NIFTY 100 TRI

Fund Size (AUM)

₹11087 Cr

₹1718 Cr

Expense Ratio

1.74%

2.09%

Launch Date

29 Dec 1998

21 Aug 2009

SIP Returns

1 Year Return

12.30%

10.12%

3 Year Return

12.74%

12.94%

5 Year Return

13.30%

13.82%

Since Inception

13.96%

13.48%

Trailing Returns

1 Month Return

-1.82%

-1.95%

3 Month Return

1.79%

0.63%

1 Year Return

10.00%

9.36%

3 Year Return

15.61%

18.06%

5 Year Return

14.88%

15.69%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

1.25

1.84

Beta

0.94

1.05

Sharpe Ratio

0.84

0.85

Standard Deviation

11.55

12.81

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

₹ 1,000

Exit Load

Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Data not available./365

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak Large Cap Fund - Growth3 /100

Outstanding protection during market downturns.

Invesco India Largecap Fund - Growth3 /100

More vulnerable during market declines.

Kotak Large Cap Fund - Growth3 /100

Outstanding protection during market downturns.

Invesco India Largecap Fund - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak Large Cap Fund - Growth0.0%

Invesco India Largecap Fund - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak Large Cap Fund - Growthslow

Invesco India Largecap Fund - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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MONTHLY INVESTMENT

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TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Kotak Large Cap Fund - Growth had a 5-year average annual growth rate of 14.88%, while Invesco India Largecap Fund - Growth's was 15.69%. Invesco India Largecap Fund - Growth is better for long-term growth.