Helios Large & Mid Cap Fund - Direct Plan - Growth Option 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 to be the stronger option based on the metrics provided, as it has a higher star rating of 5, a significantly better 1-year return of 11.16%, and impressive 3-year and 5-year CAGR figures of 22.8% and 17.1%, respectively. However, it does come with a larger asset under management (AUM) of ₹12439 Cr, which may indicate a more crowded investment space compared to Helios Large & Mid Cap Fund - Direct Plan - Growth's AUM of ₹1462 Cr. For investors, the choice may boil down to whether they prefer potentially higher returns with a slightly lower expense ratio in Invesco or a smaller fund with a solid 4-star rating in Helios.
Helios Large & Mid Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
★★★★★
Equity · Large & MidCap
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Helios Large & Mid Cap... | Invesco India Large & ... |
|---|---|---|
| NAV | ₹11.92 | ₹135.7 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.95% | 0.77% |
| AUM | ₹1,462 Cr | ₹12,439 Cr |
| 1M Return | +7.39% | +8.16% |
| 3M Return | +2.05% | +1.9% |
| 6M Return | +5.77% | +10.84% |
| 1Y Return | +6.2% | +11.16% |
| 3Y CAGR | — | +22.8% |
| 5Y CAGR | — | +17.1% |
| Risk Level | — | — |
| Fund Manager | Alok Bahl | Amit Ganatra, Taher Badshah |