Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Large & Mid Cap Fund - Direct Plan - Growth shows stronger performance metrics with a 5-star rating and significantly better returns of 11.16% over the past year, 22.8% CAGR over three years, and 17.1% CAGR over five years, compared to KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH, which has a 2-star rating and a negative return of -9.12% over the past year. However, investors should note that Invesco has a higher expense ratio of 0.77% compared to KOTAK's 0.3399%, which may impact net returns. For investors choosing between these funds, Invesco offers higher potential returns but at a higher cost, while KOTAK has a lower expense ratio but lacks a proven track record.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Mahindra Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | KOTAK NIFTY 200 QUALIT... |
|---|---|---|
| NAV | ₹135.7 | ₹9.27 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 0.3399% |
| AUM | ₹12,439 Cr | ₹16 Cr |
| 1M Return | +8.16% | -2.98% |
| 3M Return | +1.9% | -5.83% |
| 6M Return | +10.84% | -5.98% |
| 1Y Return | +11.16% | -9.12% |
| 3Y CAGR | +22.8% | — |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Abhishek Bisen |