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

Invesco India Large Cap Fund vs Taurus 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.

  • Invesco India Large Cap Fund
  • Taurus 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

    AInvesco India Large Cap Fund

    Invesco India Large Cap Fund returned 15% a year over 10 years, against 11.5% for Taurus Large Cap Fund. ₹1 lakh invested 10 years ago would be about ₹4.04 Lakh today, against ₹2.98 Lakh.

  • Smoother ride

    BTaurus Large Cap Fund

    Taurus Large Cap Fund swung the least: about 14% a year either way, against 14.6% for Invesco India Large Cap Fund. Lower means fewer scary days.

  • Fell less in a crash

    BTaurus Large Cap Fund

    At its worst, Taurus 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?

  • More consistent

    AInvesco India Large Cap Fund

    Pick any day in the past and hold for a year: Invesco India Large Cap Fund ended up in profit 86% of the time, against 80% for Taurus Large Cap Fund.

  • Costs less

    AInvesco India Large Cap Fund

    Invesco India Large Cap Fund charges 0.92% a year, against 2.54% for Taurus Large Cap Fund. On ₹1 lakh that's ₹920 a year against ₹2,540, 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.

  • AInvesco India Large Cap Fund₹17,465 from ₹10,000(11.8% a year)
  • BTaurus Large Cap Fund₹17,430 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%.

AInvesco 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

BTaurus Large Cap Fund

  • Strength: Ahead of its category: 11.3% a year over 5 years, against a category average of 9.4%
  • Strength: In the top quarter of its category over 5 years (#3 of 27)
  • Strength: Beat a 5-year SBI FD: 11.3% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash
  • Watch out: High cost: 2.54% a year
  • Watch out: Small fund (₹62 Cr), often newer or less tested

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.

Invesco India Large Cap Fund compared with Taurus Large Cap Fund
MeasureAInvesco India Large Cap FundBTaurus Large Cap Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure6.7%#2 of 32 · avg 1.8%11.2%Best#1 of 32 · avg 1.8%
3 yearsPer year, over a full market mood swing16.4%Best#1 of 30 · avg 12.5%15.8%#2 of 30 · avg 12.5%
5 yearsPer year, the fairest single test11.5%Best#2 of 27 · avg 9.4%11.3%#3 of 27 · avg 9.4%
10 yearsPer year, across bull and bear markets15%Best#3 of 22 · avg 13.2%11.5%#22 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 calmer14.6%category avg 13.6%14%Bestcategory avg 13.6%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−36.9%category avg −30.2%−35.1%Bestcategory avg −30.2%
Best 12 monthsIts strongest year83.8%Best73.7%
Worst 12 monthsIts weakest year-29.9%Best-30.6%
Odds of a gainShare of all 1-year holding periods that ended in profit86%Best80%
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 you0.92%Best2.54%
Fund sizeMoney managed (AUM). Neither better nor worse₹1,925 Cr₹62 Cr
Minimum SIPSmallest monthly amount₹100Best₹500
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.

AInvesco India Large Cap Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • you may need the money at short notice and want better odds of being in profit
  • you care about keeping costs low, which adds up over decades

BTaurus Large Cap Fund

Might suit you if…

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