Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs SBI LARGE & MIDCAP 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 appears stronger based on its metrics, boasting a higher star rating of 5 and better returns across all timeframes with a 1Y return of 11.16%, 3Y CAGR of 22.8%, and 5Y CAGR of 17.1% compared to SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth's 1Y return of 1.16%, 3Y CAGR of 13.44%, and 5Y CAGR of 12.43%. However, while Invesco has a lower expense ratio of 0.77%, SBI's larger AUM of ₹40498 Cr indicates a more established fund. Investors should consider the balance between higher returns and a slightly lower expense ratio when choosing between these funds.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth
SBI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | SBI LARGE & MIDCAP FUN... |
|---|---|---|
| NAV | ₹135.7 | ₹699.39 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.77% | 0.86% |
| AUM | ₹12,439 Cr | ₹40,498 Cr |
| 1M Return | +8.16% | +3.39% |
| 3M Return | +1.9% | -3.86% |
| 6M Return | +10.84% | +0.52% |
| 1Y Return | +11.16% | +1.16% |
| 3Y CAGR | +22.8% | +13.44% |
| 5Y CAGR | +17.1% | +12.43% |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Saurabh Pant |