Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth vs Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Large & Mid Cap Fund - Direct Plan - Growth appears stronger based on the metrics provided, boasting a higher star rating of 5 compared to Bajaj Finserv Large and Mid Cap Fund - Direct Plan - Growth's rating of 4, as well as significantly better returns over 1 year (11.16% vs 2.83%) and impressive 3-year and 5-year CAGR figures (22.8% and 17.1% respectively). However, Invesco's higher AUM of ₹12439 Cr may indicate a less nimble approach compared to Bajaj Finserv's ₹2323 Cr, which could impact its ability to capitalize on smaller opportunities. For investors deciding between the two, Invesco offers better performance metrics but at a larger scale, while Bajaj Finserv may appeal to those seeking a smaller fund with a solid rating.
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Mutual Fund
★★★★★
Equity · Large & MidCap
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Bajaj Finserv Large an... | Invesco India Large & ... |
|---|---|---|
| NAV | ₹13.03 | ₹135.7 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.15% | 0.77% |
| AUM | ₹2,323 Cr | ₹12,439 Cr |
| 1M Return | +7.67% | +8.16% |
| 3M Return | -0.29% | +1.9% |
| 6M Return | +4.01% | +10.84% |
| 1Y Return | +2.83% | +11.16% |
| 3Y CAGR | — | +22.8% |
| 5Y CAGR | — | +17.1% |
| Risk Level | — | — |
| Fund Manager | Nimesh Chandan | Amit Ganatra, Taher Badshah |