Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - 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 stronger across the board with a higher star rating of 5 and significantly better returns, achieving 11.16% over the past year and a 3Y CAGR of 22.8%, compared to Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option's negative return of -8.87% in the last year and a 3Y CAGR of only 8.18%. While Invesco has a slightly higher expense ratio at 0.77% compared to Kotak's 0.6773%, the tradeoff is justified given the substantial difference in performance and AUM, with Invesco managing ₹12439 Cr versus Kotak's ₹562 Cr. For investors weighing their options, Invesco's strong performance and rating suggest it may be the preferable choice despite the marginally higher expense ratio.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Kotak Mahindra Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | Kotak Nifty 200 Moment... |
|---|---|---|
| NAV | ₹135.7 | ₹13.84 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.77% | 0.6773% |
| AUM | ₹12,439 Cr | ₹562 Cr |
| 1M Return | +8.16% | -4.85% |
| 3M Return | +1.9% | -4.06% |
| 6M Return | +10.84% | -5.78% |
| 1Y Return | +11.16% | -8.87% |
| 3Y CAGR | +22.8% | +8.18% |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Devender Singhal |