Invesco India Aggressive Hybrid Fund vs Nippon India Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Invesco India Aggressive Hybrid Fund is an Aggressive Hybrid fund and Nippon India Large Cap Fund is a Large Cap fund. In the 3 years to 30-10-2026, Invesco India Aggressive Hybrid Fund (Direct) returned 10.8% a year and Nippon India Large Cap Fund (Direct) returned 11.0% a year. Invesco India Aggressive Hybrid Fund charges 0.91% a year and Nippon India Large Cap Fund 0.86% (Direct plans). Their portfolios overlap 36.0%: they hold 19 of the same securities.
Invesco India Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 10.8%
- Expense ratio
- 0.91%
- NAV
- ₹23.64
Nippon India Large Cap Fund
Large Cap
- 3 year return
- 11.0%
- Expense ratio
- 0.86%
- NAV
- ₹96.04
Which is better, Invesco India Aggressive Hybrid or Nippon India Large Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Nippon India Large Cap returned more over 5 years: 12.0% a year against 9.0%.
- Nippon India Large Cap returned more over 3 years: 11.0% a year against 10.8%.
- Nippon India Large Cap costs less: 0.86% a year against 0.91% (Direct plans).
- Invesco India Aggressive Hybrid swung less over 3 years: a standard deviation of 10.8% a year against 13.5%.
- Invesco India Aggressive Hybrid fell less in its worst fall since 04-07-2018: −28.4% against −40.0%.
- Nippon India Large Cap holds more in large companies: 81.3% of the fund in large caps against 45.2%.
- Nippon India Large Cap is the larger fund: ₹51,296 Cr against ₹741 Cr.
- Their portfolios overlap 36.0%: 19 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Invesco India Aggressive Hybrid Fund | Nippon India Large Cap Fund |
|---|---|---|
| Fund house | Invesco Mutual Fund | Nippon India Mutual Fund |
| Category | Aggressive Hybrid | Large Cap |
| AUM | ₹741 Cr (30-09-2026) | ₹51,296 Cr (30-09-2026) |
| NAV | ₹23.64 (Direct) | ₹96.04 (Direct) |
| Expense ratio (Direct) | 0.91% | 0.86% |
| Expense ratio (Regular) | 2.42% | 1.61% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | BSE 100 TRI |
| Launch date | 30-06-2018 | 08-08-2007 |
| Minimum investment | Not available | ₹100 |
| Lock in | None | None |
| Fund managers | Krishna Cheemalapati, Hiten Jain, Amey Sathe | Sailesh Raj Bhan, Bhavik Dave |
| Exit load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 7 days. |
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund (Direct) | +0.69% | −3.26% | +0.58% | −7.82% | +10.84% | +9.02% | -- |
| Nippon India Large Cap Fund (Direct) | +0.44% | −5.43% | −3.53% | −8.74% | +11.01% | +11.98% | +13.73% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | -- |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 29 Aggressive Hybrid funds and the 35 Large Cap funds, same plan type.
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Year-wise Returns
| Year | Invesco India Aggressive HybridInvesco India Aggressive Hybrid | Nippon India Large CapNippon India Large Cap |
|---|---|---|
| 2026to date | −7.29% | −8.83% |
| 2025 | +1.36% | +10.08% |
| 2024 | +28.17% | +19.30% |
| 2023 | +25.78% | +33.23% |
| 2022 | +0.74% | +12.30% |
| 2021 | +22.76% | +33.42% |
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Rolling Returns
Every holding period of both funds, against BSE 100 TRI, the benchmark of Nippon India Large Cap Fund
Rolling returns
Every 3-year holding period, 1,311 of them, one for each trading day from 05-07-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Invesco India Aggressive Hybrid Fund (Direct)
Nippon India Large Cap Fund (Direct)
BSE 100 TRI
to
Dec 2021Nov 2019
to
Nov 2022Sept 2020
to
Sept 2023Aug 2021
to
Aug 2024Jul 2022
to
Jul 2025May 2023
to
May 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid | 0.0 | 0.0 | 3.4 | 36.7 | 55.3 | 4.6 | 0.0 | 15.3% | 15.8% | 8.3% | 23.0% | 44% |
| Nippon India Large Cap | 0.0 | 0.0 | 1.8 | 18.3 | 30.9 | 26.0 | 23.0 | 20.3% | 19.9% | 9.1% | 35.4% | 79% |
| BSE 100 TRI | 0.0 | 0.0 | 3.3 | 31.4 | 50.0 | 11.2 | 4.2 | 16.6% | 16.2% | 7.0% | 32.8% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 100 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 04-07-2018. Past returns do not promise future returns.
Invesco India Aggressive Hybrid vs Nippon India Large Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 04-07-2018 to 30-10-2026: 100 instalments, ₹10,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Invesco India Aggressive HybridInvesco India Aggressive Hybrid Fund (Direct) | ₹10,00,000 | ₹15,78,483 | ₹5,78,483 | 10.7% |
| Nippon India Large CapNippon India Large Cap Fund (Direct) | ₹10,00,000 | ₹18,15,361 | ₹8,15,361 | 13.9% |
Invesco India Aggressive HybridInvesco India Aggressive Hybrid Fund (Direct)
Nippon India Large CapNippon India Large Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Nippon India Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −7.82% | −8.74% |
| Standard deviation | 10.86% | 13.74% |
| Sharpe ratio | -1.20 | -1.02 |
| Sortino ratio | -1.60 | -1.35 |
| Maximum drawdown | −14.2% (30-03-2026) | −13.8% (31-03-2026) |
| Beta | -- | 0.98 |
| Alpha | -- | −0.13% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Nippon India Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.84% | +11.01% |
| Standard deviation | 10.84% | 13.49% |
| Sharpe ratio | 0.44 | 0.37 |
| Sortino ratio | 0.61 | 0.50 |
| Maximum drawdown | −14.5% (30-03-2026) | −15.4% (28-02-2025) |
| Beta | -- | 0.98 |
| Alpha | -- | +2.10% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Nippon India Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.02% | +11.98% |
| Standard deviation | 10.60% | 13.92% |
| Sharpe ratio | 0.30 | 0.44 |
| Sortino ratio | 0.41 | 0.61 |
| Maximum drawdown | −15.0% (20-06-2022) | −15.4% (28-02-2025) |
| Beta | -- | 0.98 |
| Alpha | -- | +4.22% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Nippon India Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.85% | +14.54% |
| Standard deviation | 12.17% | 16.37% |
| Sharpe ratio | 0.46 | 0.52 |
| Sortino ratio | 0.61 | 0.71 |
| Maximum drawdown | −28.4% (23-03-2020) | −40.0% (23-03-2020) |
| Beta | -- | 0.99 |
| Alpha | -- | +2.50% |
From daily NAVs, 04-07-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Invesco India Aggressive Hybrid Fund (Direct)
Nippon India Large Cap Fund (Direct)
BSE 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund (Direct) | −28.4% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −8.3% |
| Nippon India Large Cap Fund (Direct) | −40.0% | 27-05-2019 | 23-03-2020 | 14-12-2020 | 9 months | −9.5% |
| BSE 100 TRI | −38.0% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −10.4% |
From daily values since 04-07-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Nippon India Large Cap Fund (Direct)
BSE 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Nippon India Large Cap Fund (Direct)
BSE 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Nippon India Large Cap Fund (Direct)
BSE 100 TRI
Against BSE 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Invesco India Aggressive Hybrid Fund (Direct) | 78% | 68% | 6.40% |
| Nippon India Large Cap Fund (Direct) | 108% | 101% | 4.85% |
From month-end values since 04-07-2018. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Invesco India Aggressive Hybrid Fund, September 2026; Nippon India Large Cap Fund, September 2026
Holdings in common
- Overlap
- 36.0%
- Held by both
- 19
- Only in Invesco India Aggressive Hybrid
- 43
- Only in Nippon India Large Cap
- 50
| Security | % of Invesco India Aggressive Hybrid | % of Nippon India Large Cap |
|---|---|---|
| ICICI Bank Limited | 4.99% | 6.09% |
| HDFC Bank Limited | 4.97% | 9.61% |
| Infosys Limited | 3.35% | 3.36% |
| Tata Consultancy Services Limited | 2.49% | 3.12% |
| ITC Limited | 2.48% | 2.56% |
| Reliance Industries Limited | 2.40% | 3.92% |
| Kotak Mahindra Bank Ltd | 3.38% | 2.03% |
| Larsen & Toubro Limited | 1.93% | 3.63% |
| Hindustan Unilever Limited | 1.66% | 2.74% |
| Eternal Limited | 1.64% | 1.88% |
| Bajaj Finance Ltd | 1.23% | 3.09% |
| Trent Limited | 1.17% | 1.25% |
| SBI Life Insurance Company Limited | 1.95% | 1.11% |
| Dr Reddys Laboratories Limited | 1.00% | 0.96% |
| Godrej Consumer Products Limited | 1.27% | 0.88% |
| Tech Mahindra Limited | 1.85% | 0.86% |
| Cholamandalam Investment and Finance Company Limited | 0.78% | 0.90% |
| Dixon Technologies (India) Limited | 0.53% | 0.77% |
| Varun Beverages Ltd | 1.40% | 0.50% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 36.0% means 36.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Invesco India Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Invesco India Ultra Short to Short Term Fund - Direct Plan - Growth | 7.97% |
| 7.37% Indian Railway Finance Corporation Limited 2029 | 3.35% |
| 8.20% Adani Power Limited 2029 | 3.35% |
| InterGlobe Aviation Limited | 2.22% |
| 6.94% Government of India 2036 | 1.99% |
Largest holdings only in Nippon India Large Cap Fund
| Security | % of fund |
|---|---|
| Axis Bank Limited | 5.26% |
| State Bank of India | 2.82% |
| Mahindra & Mahindra Limited | 2.49% |
| Avenue Supermarts Limited | 2.46% |
| Sun Pharmaceutical Industries Limited | 2.18% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Invesco India Aggressive Hybrid | Nippon India Large Cap |
|---|---|---|
| Equity | 73.1% | 99.7% |
| Debt | 16.8% | 0.0% |
| Cash and others | 10.1% | 0.3% |
Market cap of stocks
| Market cap | Invesco India Aggressive Hybrid | Nippon India Large Cap |
|---|---|---|
| Large Cap | 45.2% | 81.3% |
| Mid Cap | 9.8% | 14.7% |
| Small Cap | 16.2% | 3.3% |
| Not on AMFI's list | 1.8% | 0.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Invesco India Aggressive Hybrid | Nippon India Large Cap |
|---|---|---|
| Banks | 15.0% | 26.1% |
| IT - Software | 9.5% | 8.3% |
| Retailing | 4.1% | 8.3% |
| Pharmaceuticals & Biotechnology | 1.0% | 7.5% |
| Diversified FMCG | 4.1% | 5.3% |
| Finance | 4.9% | 4.5% |
| Insurance | 3.8% | 3.0% |
The six largest sectors of each fund's stocks, % of the fund.
Invesco India Aggressive Hybrid vs Nippon India Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Invesco India Aggressive Hybrid Fund | Nippon India Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.91% | 0.86% |
| Base expense ratio (Direct) | 0.70% | 0.59% |
| Total expense ratio (Regular) | 2.42% | 1.61% |
| Base expense ratio (Regular) | 2.00% | 1.23% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Invesco India Aggressive Hybrid with
- Invesco India Aggressive Hybrid vs Bank of India Aggressive Hybrid
- Invesco India Aggressive Hybrid vs Bandhan Aggressive Hybrid
- Invesco India Aggressive Hybrid vs Quant Aggressive Hybrid
- Invesco India Aggressive Hybrid vs HSBC Aggressive Hybrid
- Invesco India Aggressive Hybrid vs Edelweiss Aggressive Hybrid
Invesco India Aggressive Hybrid Fund vs Nippon India Large Cap Fund: Frequently Asked Questions
What is the difference between Invesco India Aggressive Hybrid Fund and Nippon India Large Cap Fund?
Invesco India Aggressive Hybrid Fund is an Aggressive Hybrid fund, Nippon India Large Cap Fund is a Large Cap fund, run by Invesco Mutual Fund and Nippon India Mutual Fund. Their portfolios overlap 36.0%. Invesco India Aggressive Hybrid Fund charges 0.91% a year and Nippon India Large Cap Fund 0.86%.
Which has given higher returns, Invesco India Aggressive Hybrid Fund or Nippon India Large Cap Fund?
Over 1 year: Invesco India Aggressive Hybrid Fund −7.82%, Nippon India Large Cap Fund −8.74%. Over 3 years: Invesco India Aggressive Hybrid Fund +10.84% a year, Nippon India Large Cap Fund +11.01% a year. Over 5 years: Invesco India Aggressive Hybrid Fund +9.02% a year, Nippon India Large Cap Fund +11.98% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Invesco India Aggressive Hybrid Fund or Nippon India Large Cap Fund?
Nippon India Large Cap Fund charges less: 0.86% a year against 0.91%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Invesco India Aggressive Hybrid Fund and Nippon India Large Cap Fund overlap?
36.0%. They hold 19 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, INFY. From each fund's latest monthly portfolio.
Which is riskier, Invesco India Aggressive Hybrid Fund or Nippon India Large Cap Fund?
On SEBI's riskometer, Invesco India Aggressive Hybrid Fund is rated Very High and Nippon India Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 10.84% and 13.49% a year.
Which is better for SIP, Invesco India Aggressive Hybrid Fund or Nippon India Large Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,47,223 in Invesco India Aggressive Hybrid Fund (XIRR 7.9% a year) and ₹7,76,189 in Nippon India Large Cap Fund (XIRR 9.4% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Invesco India Aggressive Hybrid Fund and Nippon India Large Cap Fund?
Yes. 36.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Invesco India Aggressive Hybrid Fund and Nippon India Large Cap Fund?
Invesco India Aggressive Hybrid Fund: Krishna Cheemalapati, Hiten Jain, Amey Sathe. Nippon India Large Cap Fund: Sailesh Raj Bhan, Bhavik Dave.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.