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JM Large Cap Fund vs Invesco India Large Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • JM Large Cap Fund
  • Invesco India Large Cap Fund
JM Large Cap Fund compared with Invesco India Large Cap Fund
FundJM Financial Mutual FundJM Large Cap FundLarge Cap Fund · Direct planNAV ₹176.32Invesco Mutual FundInvesco India Large Cap FundLarge Cap Fund · Direct planNAV ₹86.81
Returns
1 year-1.8%1.3% (best of these funds)
3 yearsa year10.2%13.5% (best of these funds)
5 yearsa year10.5%11.4% (best of these funds)
10 yearsa year11.6%13.6% (best of these funds)
Risk
Volatilitya year15%14.3% (best of these funds)
Worst fall−19.8% (best of these funds)−36.9%
Best year50.9%83.8% (best of these funds)
Worst year-11% (best of these funds)-29.9%
Years in gain86%87% (best of these funds)
Cost and size
Expense ratio1.12%0.67% (best of these funds)
Fund size₹394 Cr₹2,021 Cr
Minimum SIP₹1,000₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.