Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Kotak Large Cap Fund - 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 its higher star rating of 5 and superior returns, with a 1-year return of 11.16% and a 3-year CAGR of 22.8%, compared to Kotak Large Cap Fund's negative 1-year return and lower CAGRs. However, Invesco has a higher expense ratio of 0.77% compared to Kotak's 0.6575%, which could impact net returns over time. For investors deciding between the two, Invesco offers better performance but at a slightly higher cost.

Invesco Mutual Fund

Invesco India Large & Mid Cap Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Large & MidCap

Kotak Mahindra Mutual Fund

Kotak Large Cap Fund - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Large & MidCap

Metric Invesco India Large & ... Kotak Large Cap Fund -...
NAV ₹135.7 ₹389.39
Star Rating ★★★★★ ★★★
Expense Ratio 0.77% 0.6575%
AUM ₹12,439 Cr ₹30,581 Cr
1M Return +8.16% -1.44%
3M Return +1.9% -5.28%
6M Return +10.84% -2.04%
1Y Return +11.16% -2.98%
3Y CAGR +22.8% +11.78%
5Y CAGR +17.1% +11.93%
Risk Level — —
Fund Manager Amit Ganatra, Taher Badshah Harsha Upadhyaya