Invesco India Financial Services Fund - Direct Plan - Growth vs Kotak Transportation & Logistics Fund-Direct Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Financial Services Fund - Direct Plan - Growth appears stronger due to its higher star rating of 5 and impressive long-term returns, with a 3-year CAGR of 14.67% and a 5-year CAGR of 11.47%, despite a negative 1-year return of -3.91%. In contrast, Kotak Transportation & Logistics Fund-Direct Growth has a lower star rating of 4 and a higher expense ratio of 1.0662%, but it shows a positive 1-year return of 8.17%, albeit with no available 3-year or 5-year CAGR data. Investors should consider the balance between Invesco's stronger performance metrics and Kotak's recent positive return when making their choice.
Invesco India Financial Services Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Sectoral
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Invesco India Financia... | Kotak Transportation &... |
|---|---|---|
| NAV | ₹163.34 | ₹12.47 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.96% | 1.0662% |
| AUM | ₹1,788 Cr | ₹544 Cr |
| 1M Return | -6.93% | +2.56% |
| 3M Return | -7.59% | +1.15% |
| 6M Return | -5.94% | +9.61% |
| 1Y Return | -3.91% | +8.17% |
| 3Y CAGR | +14.67% | — |
| 5Y CAGR | +11.47% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra | Abhishek Bisen |