Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs SBI Nifty200 Momentum 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 appears stronger based on its metrics, boasting a 5-star rating and significantly better returns of 11.16% over the past year and 22.8% CAGR over three years, compared to SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Growth, which has a 1-star rating and a negative return of -9.11% over the past year. While Invesco has a lower expense ratio of 0.77% versus SBI's 0.86%, the latter has a much smaller AUM of ₹113 Cr, which may indicate less stability. For investors deciding between these two funds, Invesco's strong performance and rating suggest it may be the more reliable choice despite the slightly lower expense ratio of SBI.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
SBI Nifty200 Momentum 30 Index Fund- Direct Plan- Growth
SBI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | SBI Nifty200 Momentum ... |
|---|---|---|
| NAV | ₹135.7 | ₹9.19 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.77% | 0.86% |
| AUM | ₹12,439 Cr | ₹113 Cr |
| 1M Return | +8.16% | -4.87% |
| 3M Return | +1.9% | -4.12% |
| 6M Return | +10.84% | -5.96% |
| 1Y Return | +11.16% | -9.11% |
| 3Y CAGR | +22.8% | — |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Viral Chhadva |