Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Motilal Oswal Nifty 200 Momentum 30 ETF
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 superior performance metrics, boasting a 1-year return of 11.16%, a 3-year CAGR of 22.8%, and a 5-year CAGR of 17.1%, compared to Motilal Oswal Nifty 200 Momentum 30 ETF's negative 1-year return of -14.21% and a 3-year CAGR of only 7.05%. While Invesco has a slightly higher expense ratio at 0.77% compared to Motilal Oswal's 0.76%, the tradeoff is clear as Invesco offers significantly better returns and a higher star rating of 5 versus Motilal Oswal's rating of 1. For investors deciding between these two funds, Invesco's strong performance and higher rating make it a more attractive choice despite the marginally higher expense ratio.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
Motilal Oswal Nifty 200 Momentum 30 ETF
Motilal Oswal Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | Motilal Oswal Nifty 20... |
|---|---|---|
| NAV | ₹135.7 | ₹13.64 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.77% | 0.76% |
| AUM | ₹12,439 Cr | ₹881 Cr |
| 1M Return | +8.16% | -10.88% |
| 3M Return | +1.9% | -9.55% |
| 6M Return | +10.84% | -10.39% |
| 1Y Return | +11.16% | -14.21% |
| 3Y CAGR | +22.8% | +7.05% |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Abhiroop Mukherjee |