HSBC Large & Mid Cap Fund - Direct 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 its higher star rating of 5 and lower expense ratio of 0.77%, which can enhance net returns for investors. However, HSBC Large & Mid Cap Fund - Direct Growth offers better 1-year returns at 12.03%, while Invesco's 3-year and 5-year CAGR returns are superior, indicating a tradeoff between short-term performance and longer-term growth potential. Investors should consider their investment horizon and whether they prioritize short-term gains or long-term performance when choosing between these funds.
HSBC Large & Mid Cap Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Large & MidCap
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | HSBC Large & Mid Cap F... | Invesco India Large & ... |
|---|---|---|
| NAV | ₹33.4 | ₹135.7 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.3% | 0.77% |
| AUM | ₹5,783 Cr | ₹12,439 Cr |
| 1M Return | +4.85% | +8.16% |
| 3M Return | +0.89% | +1.9% |
| 6M Return | +6.38% | +10.84% |
| 1Y Return | +12.03% | +11.16% |
| 3Y CAGR | +18.32% | +22.8% |
| 5Y CAGR | +14.78% | +17.1% |
| Risk Level | — | — |
| Fund Manager | Amaresh Mishra | Amit Ganatra, Taher Badshah |