Invesco India ESG Integration Strategy Fund - Direct Plan - Growth vs Kotak Business Cycle - Direct Plan - Growth

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Kotak Business Cycle - Direct Plan - Growth appears stronger based on the metrics provided, boasting a higher star rating of 5 and significantly better returns, particularly over the 1-year and 3-year periods, with returns of 6.73% and 17.77% respectively. In contrast, Invesco India ESG Integration Strategy Fund - Direct Plan - Growth has a lower star rating of 1 and negative 1-year returns of -5.12%, despite a higher expense ratio of 1.28% compared to Kotak's 0.7393%. The tradeoff here is that while Kotak Business Cycle offers superior performance and a lower expense ratio, Invesco's fund may attract those specifically interested in ESG themes despite its underperformance. Investors should consider their priorities between performance and thematic focus when choosing between these funds.

Invesco Mutual Fund

Invesco India ESG Integration Strategy Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Thematic

Kotak Mahindra Mutual Fund

Kotak Business Cycle - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Thematic

Metric Invesco India ESG Inte... Kotak Business Cycle -...
NAV ₹17.98 ₹18.71
Star Rating ★ ★★★★★
Expense Ratio 1.28% 0.7393%
AUM ₹359 Cr ₹3,413 Cr
1M Return +1.18% +3.7%
3M Return -3.18% +0.27%
6M Return +5.7% +9.23%
1Y Return -5.12% +6.73%
3Y CAGR +9.51% +17.77%
5Y CAGR +6.26% —
Risk Level — —
Fund Manager Taher Badshah Pankaj Tibrewal