Union Largecap 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.
| Fund |  Union Largecap FundLarge Cap Fund · Direct planNAV ₹24.3 |  Invesco India Large Cap FundLarge Cap Fund · Direct planNAV ₹86.81 |
|---|---|---|
| Returns | ||
| 1 year | -4.9% | 1.3% (best of these funds) |
| 3 yearsa year | 7% | 13.5% (best of these funds) |
| 5 yearsa year | 7.1% | 11.4% (best of these funds) |
| 10 yearsa year | – | 13.6% |
| Risk | ||
| Volatilitya year | 13.8% (best of these funds) | 14.3% |
| Worst fall | −36.4% (best of these funds) | −36.9% |
| Best year | 89.6% (best of these funds) | 83.8% |
| Worst year | -30.7% | -29.9% (best of these funds) |
| Years in gain | 77% | 87% (best of these funds) |
| Cost and size | ||
| Expense ratio | 1.34% | 0.67% (best of these funds) |
| Fund size | ₹437 Cr | ₹2,021 Cr |
| Minimum SIP | ₹500 | ₹100 (best of these funds) |
| Lock-in | None | None |
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.