Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Kotak Large & Midcap Fund - Direct- Growth

TopFund Analysis

Invesco India Large & Mid Cap Fund - Direct Plan - Growth appears stronger on the given metrics, boasting a higher star rating of 5 and superior returns with a 1-year return of 11.16%, a 3-year CAGR of 22.8%, and a 5-year CAGR of 17.1%. In contrast, Kotak Large & Midcap Fund - Direct- Growth, while having a lower expense ratio of 0.6565% and a larger AUM of ₹30581 Cr, lags significantly in performance with a 1-year return of 2.94% and lower CAGRs across all periods. The tradeoff here is between higher performance and a slightly higher expense ratio in Invesco versus lower costs but weaker returns in Kotak. For investors deciding between the two, Invesco may be preferable for those prioritizing performance, while Kotak could appeal to those focused on lower costs.