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SmartFigure

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

SBI 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.

  • SBI 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 13% for SBI Large Cap Fund. ₹1 lakh invested 10 years ago would be about ₹4.04 Lakh today, against ₹3.4 Lakh.

  • Smoother ride

    ASBI Large Cap Fund

    SBI Large Cap Fund swung the least: about 12.7% a year either way, against 14.6% for Invesco India Large Cap Fund. Lower means fewer scary days.

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.

  • ASBI Large Cap Fund₹15,942 from ₹10,000(9.8% 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%.

ASBI Large Cap Fund

  • Strength: Beat a 5-year SBI FD: 9.3% 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.

SBI Large Cap Fund compared with Invesco India Large Cap Fund
MeasureASBI 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%#14 of 32 · avg 1.8%6.7%Best#2 of 32 · avg 1.8%
3 yearsPer year, over a full market mood swing11.4%#24 of 30 · avg 12.5%16.4%Best#1 of 30 · avg 12.5%
5 yearsPer year, the fairest single test9.3%#17 of 27 · avg 9.4%11.5%Best#2 of 27 · avg 9.4%
10 yearsPer year, across bull and bear markets13%#12 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 calmer12.7%Bestcategory avg 13.6%14.6%category avg 13.6%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−37.1%category avg −30.2%−36.9%Bestcategory avg −30.2%
Best 12 monthsIts strongest year98.1%Best83.8%
Worst 12 monthsIts weakest year-30.4%-29.9%Best
Odds of a gainShare of all 1-year holding periods that ended in profit85%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 you0.9%Best0.92%
Fund sizeMoney managed (AUM). Neither better nor worse₹52,373 Cr₹1,925 Cr
Minimum SIPSmallest monthly amount₹500₹100Best
Lock-inTime before you can withdrawNoneNone
What it holdsWhere the money sits. Equity is shares, debt is bonds, cash is waiting to be invested.
In sharesEquity97.7%–
In bondsDebt0.4%–
In cashNot yet invested1.9%–
HoldingsNumber of investments57–

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

Top 10 holdings

Marked Both where another fund here holds it too.

ASBI Large Cap Fund

  • ICICI Bank Ltd8.8%
  • HDFC Bank Ltd8%
  • Kotak Mahindra Bank Ltd5.1%
  • Larsen & Toubro Ltd4.8%
  • Infosys Ltd4%
  • Divi's Laboratories Ltd3.8%
  • Samvardhana Motherson International Ltd3.6%
  • State Bank of India3.5%
  • Reliance Industries Ltd3.4%
  • Asian Paints Ltd3.3%

As on 31 Oct 2026

BInvesco India Large Cap Fund

Holdings are not available for this fund yet.

Which one fits you?

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

ASBI 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