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Two funds walk into a table. Only the numbers talk.

Edelweiss Large Cap Fund vs Invesco India Large Cap Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Edelweiss Large Cap Fund
  • Invesco India Large Cap Fund

The short version

Who comes out ahead on each measure, over the 10 years all of them have been around.

  • Grew faster

    BInvesco India Large Cap Fund

    Invesco India Large Cap Fund returned 15% a year over 10 years, against 14.4% for Edelweiss Large Cap Fund. ₹1 lakh invested 10 years ago would be about ₹4.04 Lakh today, against ₹3.85 Lakh.

  • Smoother ride

    AEdelweiss Large Cap Fund

    Edelweiss Large Cap Fund swung the least: about 13.3% a year either way, against 14.6% for Invesco India Large Cap Fund. Lower means fewer scary days.

  • Fell less in a crash

    AEdelweiss Large Cap Fund

    At its worst, Edelweiss Large Cap Fund fell 35.1% from its peak, against 36.9% for Invesco India Large Cap Fund. On ₹1 lakh, that's a dip to ₹63,149 at the bottom for Invesco India Large Cap Fund. Could you have held on?

  • Costs less

    BInvesco India Large Cap Fund

    Invesco India Large Cap Fund charges 0.92% a year, against 1% for Edelweiss Large Cap Fund. On ₹1 lakh that's ₹920 a year against ₹1,000, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹17.1kNov 2021Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • AEdelweiss Large Cap Fund₹16,818 from ₹10,000(11% a year)
  • BInvesco India Large Cap Fund₹17,465 from ₹10,000(11.8% a year)

A one-time ₹10,000 put in 5 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AEdelweiss Large Cap Fund

  • Strength: Ahead of its category: 10.6% a year over 5 years, against a category average of 9.4%
  • Strength: Beat a 5-year SBI FD: 10.6% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash

BInvesco India Large Cap Fund

  • Strength: Ahead of its category: 11.5% a year over 5 years, against a category average of 9.4%
  • Strength: In the top quarter of its category over 5 years (#2 of 27)
  • Strength: Beat a 5-year SBI FD: 11.5% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Edelweiss Large Cap Fund compared with Invesco India Large Cap Fund
MeasureAEdelweiss Large Cap FundBInvesco India Large Cap Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure1.9%#15 of 32 · avg 1.8%6.7%Best#2 of 32 · avg 1.8%
3 yearsPer year, over a full market mood swing12.3%#18 of 30 · avg 12.5%16.4%Best#1 of 30 · avg 12.5%
5 yearsPer year, the fairest single test10.6%#7 of 27 · avg 9.4%11.5%Best#2 of 27 · avg 9.4%
10 yearsPer year, across bull and bear markets14.4%#4 of 22 · avg 13.2%15%Best#3 of 22 · avg 13.2%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer13.3%Bestcategory avg 13.6%14.6%category avg 13.6%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−35.1%Bestcategory avg −30.2%−36.9%category avg −30.2%
Best 12 monthsIts strongest year86.9%Best83.8%
Worst 12 monthsIts weakest year-26.7%Best-29.9%
Odds of a gainShare of all 1-year holding periods that ended in profit86%86%Best
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1%0.92%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹1,366 Cr₹1,925 Cr
Minimum SIPSmallest monthly amount₹100₹100
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AEdelweiss Large Cap Fund

Might suit you if…

  • a smoother ride matters more to you than the top return

BInvesco India Large Cap Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • you care about keeping costs low, which adds up over decades