Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs JM Large & Mid Cap Fund (Direct) - Growth Option
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 its higher star rating of 5 and significantly better returns over one year (11.16%) and five years (17.1%) compared to JM Large & Mid Cap Fund (4.7% for one year). However, Invesco has a lower expense ratio of 0.77% compared to JM's 1.04%, which could be a meaningful tradeoff for investors considering cost versus performance. For those choosing between these funds, Invesco offers better returns and a higher rating, making it a more attractive option despite the higher expense ratio of JM.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
JM Large & Mid Cap Fund (Direct) - Growth Option
JM Financial Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | JM Large & Mid Cap Fun... |
|---|---|---|
| NAV | ₹135.7 | ₹10.99 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.77% | 1.04% |
| AUM | ₹12,439 Cr | ₹447 Cr |
| 1M Return | +8.16% | +6.12% |
| 3M Return | +1.9% | -0.38% |
| 6M Return | +10.84% | +6.4% |
| 1Y Return | +11.16% | +4.7% |
| 3Y CAGR | +22.8% | — |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Asit Bhandarkar |