Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs SBI Nifty 200 Quality 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 stronger based on its performance metrics, boasting a 1-year return of 11.16% and a 3-year CAGR of 22.8%, compared to SBI Nifty 200 Quality 30 ETF's negative 1-year return and significantly lower CAGRs. However, this comes with a higher expense ratio of 0.77% versus 0.42% for the ETF, which may affect net returns over time. For investors choosing between these funds, Invesco offers better growth potential but at a higher cost.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
SBI Nifty 200 Quality 30 ETF
SBI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | SBI Nifty 200 Quality ... |
|---|---|---|
| NAV | ₹135.7 | ₹9.29 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 0.42% |
| AUM | ₹12,439 Cr | ₹303 Cr |
| 1M Return | +8.16% | -2.41% |
| 3M Return | +1.9% | -8.0% |
| 6M Return | +10.84% | -6.05% |
| 1Y Return | +11.16% | -10.05% |
| 3Y CAGR | +22.8% | +6.43% |
| 5Y CAGR | +17.1% | +6.15% |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Viral Chhadva |