Invesco India Largecap Fund vs WhiteOak Capital Large Cap Fund
Invesco India Largecap Fund (Direct) and WhiteOak Capital Large Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large Cap Fund schemes — see the best large cap mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Dec 2022 – 20 Aug 2026, limited by WhiteOak Capital Large Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Invesco India Largecap Fund | WhiteOak Capital Large Cap Fund | Nifty 100 |
|---|---|---|---|
| 02 Dec 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 25 Mar 2023 | ₹90.94 | ₹89.46 | ₹89.20 |
| 16 Jul 2023 | ₹109.29 | ₹105.78 | ₹103.09 |
| 06 Nov 2023 | ₹110.41 | ₹107.40 | ₹102.80 |
| 27 Feb 2024 | ₹131.29 | ₹126.64 | ₹120.41 |
| 19 Jun 2024 | ₹146.00 | ₹141.47 | ₹130.36 |
| 11 Oct 2024 | ₹158.13 | ₹152.31 | ₹138.07 |
| 01 Feb 2025 | ₹145.03 | ₹143.26 | ₹127.47 |
| 25 May 2025 | ₹155.12 | ₹152.40 | ₹134.88 |
| 15 Sep 2025 | ₹160.89 | ₹157.40 | ₹136.37 |
| 06 Jan 2026 | ₹163.68 | ₹164.64 | ₹142.07 |
| 29 Apr 2026 | ₹156.76 | ₹154.41 | ₹133.05 |
| 20 Aug 2026 | ₹169.83 | ₹161.81 | ₹134.56 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Invesco India Largecap Fund and WhiteOak Capital Large Cap Fund share 38.6% of their equity book — below the 52.9% median for Large Cap × Large Cap. These two are genuinely doing different things.
Shared holdings — Invesco India Largecap Fund vs WhiteOak Capital Large Cap Fund
| Stock | Invesco India Largecap Fund | WhiteOak Capital Large Cap Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 7.36% | 11.64% | 7.36% |
| HDFC Bank Ltd | 6.09% | 11.67% | 6.09% |
| Zomato Ltd | 3.36% | 3.50% | 3.36% |
| Bharti Airtel Ltd | 3.27% | 6.03% | 3.27% |
| Titan Company Ltd | 2.44% | 2.74% | 2.44% |
| Mahindra & Mahindra Ltd | 2.25% | 3.97% | 2.25% |
| Larsen & Toubro Ltd | 3.96% | 2.06% | 2.06% |
| CG Power & Industrial Solutions Ltd | 2.15% | 1.39% | 1.39% |
| Axis Bank Ltd | 3.02% | 1.31% | 1.31% |
| Cholamandalam Investment & Finance Company Ltd | 2.20% | 1.23% | 1.23% |
| Asian Paints Ltd | 1.34% | 1.23% | 1.23% |
| Tata Steel Ltd | 1.26% | 1.18% | 1.18% |
| Hindalco Industries Ltd | 0.95% | 1.65% | 0.95% |
| Max Healthcare Institute Ltd | 2.35% | 0.92% | 0.92% |
| Bajaj Finance Ltd | 3.72% | 0.88% | 0.88% |
9 more stocks in common. 24 shared of 53 / 58 positions. Weights are shown as a share of each fund's equity book.
| Metric | Invesco · Direct NAV ₹89.23 Very High risk ★★★★☆ | WhiteOak Capital · Direct NAV ₹16.08 Very High risk ★★★★★ | Category median Large Cap Fund · 35 funds |
|---|---|---|---|
| +6.85%Best in row | +3.14% | +0.75% | |
| +16.19%Best in row | +15.59% | +12.33% | |
| +13.47% | — | +11.21% | |
| +14.13% | — | +12.51% | |
| +15.10%Best in row | +13.83% | +13.22% | |
| +14.00%Best in row | +11.98% | — | |
| +15.41% | +17.09%Best in row | +14.61% | |
| +15.05% | — | +13.78% | |
| +15.09% | — | +13.95% | |
| Risk | |||
| 14.33% | 13.35%Best in row | 13.24% | |
| -36.85% | -15.25%Best in row | -35.14% | |
| +5.48%Best in row | +4.96% | +2.33% | |
| 1.05 | 0.92 | 0.96 | |
| 118.9%Best in row | 109.8% | 103.3% | |
| 92.2% | 82.7%Best in row | 91.0% | |
| 0.92% | 0.94% | 1.07% | |
| ₹1,742Cr | ₹1,167Cr | ₹2,004Cr | |
| None | Up to 1.00% | — | |
| ₹1.00K | ₹500 | — | |
| 22% | 205% | 50% | |
| Hiten Jain · 2.7y | Dheeresh Pathak · 2.4y | — | |
| 02 Jan 2013 | 02 Dec 2022 | — | |
| 53 | 58 | — | |
| 42.3% | 43.2% | — | |
| 1.9% | 0.5% | — | |
5 rows carry the same value for every fund — show
- Sharpe
- 0.68
- Sortino
- 0.94
- Benchmark
- Nifty 100
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Invesco India Largecap Fund or WhiteOak Capital Large Cap Fund?
Over the last 3 years, Invesco India Largecap Fund returned +16.19% CAGR against WhiteOak Capital Large Cap Fund's +15.59%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Invesco India Largecap Fund or WhiteOak Capital Large Cap Fund?
Invesco India Largecap Fund has the lower expense ratio: Invesco India Largecap Fund charges 0.92% a year against WhiteOak Capital Large Cap Fund's 0.94%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Invesco India Largecap Fund or WhiteOak Capital Large Cap Fund?
Invesco India Largecap Fund has shown higher volatility (+14.33% annualized vs WhiteOak Capital Large Cap Fund's +13.35%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Invesco India Largecap Fund -18.21% vs WhiteOak Capital Large Cap Fund -15.25%.
Which fund manages more money — Invesco India Largecap Fund or WhiteOak Capital Large Cap Fund?
Invesco India Largecap Fund is the larger fund: Invesco India Largecap Fund manages ₹1,742Cr against WhiteOak Capital Large Cap Fund's ₹1,167Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Invesco India Largecap Fund and WhiteOak Capital Large Cap Fund in the same category?
Yes — both are Large Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.